+69.8%
IBIT vs ALLE
+32.9%
+37.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.6% |
| 7D | +3.0% | -0.2% | +3.3% | +3.1% |
| 30D | +23.1% | -6.8% | +29.9% | +25.1% |
| 3M | +25.6% | +21.0% | +4.5% | +19.4% |
| 6M | +9.1% | +1.1% | +8.0% | +9.2% |
| YTD | -8.9% | -0.5% | -8.4% | -8.8% |
| 1Y | -27.5% | -7.3% | -20.2% | -25.6% |
| All | +69.8% | +32.9% | +37.0% | +53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling