-30.0%
IBIT vs ALLE
+15.3%
-45.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -3.5% |
| 7D | -9.2% | +3.6% | -12.7% | -9.2% |
| 30D | -15.8% | +25.9% | -41.7% | -15.9% |
| 3M | +8.5% | +15.8% | -7.2% | +8.7% |
| 6M | -13.7% | +48.1% | -61.8% | -13.9% |
| YTD | -21.6% | +22.0% | -43.5% | -19.9% |
| 1Y | -30.0% | +18.0% | -48.0% | -28.5% |
| All | -30.0% | +15.3% | -45.3% | -28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling