+64.0%
IBIT vs DE
+77.6%
-13.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -5.8% | -2.4% | -3.4% | -5.2% |
| 30D | +21.5% | +9.7% | +11.8% | +18.4% |
| 3M | +24.5% | +21.4% | +3.2% | +17.4% |
| 6M | +10.0% | +15.0% | -5.0% | +5.0% |
| YTD | -12.0% | +46.4% | -58.4% | -24.2% |
| 1Y | -32.3% | +45.6% | -77.9% | -41.9% |
| All | +64.0% | +77.6% | -13.6% | +29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling