+58.9%
IBIT vs AEIS
+115.6%
-56.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +11.3% | -12.6% | -3.9% |
| 7D | -2.4% | +1.0% | -3.3% | -3.3% |
| 30D | -9.1% | -24.0% | +14.9% | -3.9% |
| 3M | +15.0% | -32.5% | +47.5% | +23.9% |
| 6M | -6.9% | -38.6% | +31.7% | +0.9% |
| YTD | -14.8% | +4.8% | -19.6% | -24.9% |
| 1Y | -28.1% | +1.3% | -29.5% | -36.0% |
| All | +58.9% | +115.6% | -56.7% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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