+58.6%
IBIT vs ALLE
+62.2%
-3.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | -6.8% | -0.8% | -6.0% | -6.7% |
| 30D | -9.9% | +27.4% | -37.2% | -14.3% |
| 3M | +17.5% | +13.8% | +3.7% | +14.6% |
| 6M | -9.1% | +45.5% | -54.6% | -16.7% |
| YTD | -14.9% | +21.4% | -36.3% | -18.3% |
| 1Y | -27.6% | +15.4% | -43.0% | -29.2% |
| All | +58.6% | +62.2% | -3.6% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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