-27.5%
IBIT vs DE
+49.4%
-76.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +3.0% | +10.0% | -7.0% | +2.8% |
| 30D | +23.1% | +13.3% | +9.8% | +22.5% |
| 3M | +25.6% | +17.5% | +8.1% | +25.0% |
| 6M | +9.1% | +13.6% | -4.4% | +9.1% |
| YTD | -8.9% | +49.8% | -58.7% | -7.3% |
| 1Y | -27.5% | +47.9% | -75.3% | -24.9% |
| All | -27.5% | +49.4% | -76.8% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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