+46.2%
IBIT vs AEE
+69.9%
-23.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.6% |
| 7D | -9.2% | +1.7% | -10.9% | -9.3% |
| 30D | -15.8% | +9.7% | -25.5% | -16.6% |
| 3M | +8.5% | +5.9% | +2.6% | +7.9% |
| 6M | -13.7% | +6.7% | -20.4% | -14.5% |
| YTD | -21.6% | +17.4% | -38.9% | -23.9% |
| 1Y | -30.0% | +12.7% | -42.6% | -31.3% |
| All | +46.2% | +69.9% | -23.7% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling