+66.7%
IBIT vs DE
+78.4%
-11.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | 0.0% | -1.4% |
| 7D | +1.4% | +0.7% | +0.8% | +1.2% |
| 30D | +20.6% | +9.6% | +11.0% | +17.5% |
| 3M | +23.7% | +19.0% | +4.7% | +17.3% |
| 6M | +15.0% | +16.1% | -1.1% | +9.4% |
| YTD | -10.6% | +47.0% | -57.6% | -23.0% |
| 1Y | -30.3% | +43.1% | -73.5% | -39.6% |
| All | +66.7% | +78.4% | -11.7% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling