+66.3%
IBIT vs DE
+77.5%
-11.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +1.1% | -3.0% | +4.2% | +2.0% |
| 30D | +22.2% | +11.1% | +11.1% | +18.6% |
| 3M | +26.0% | +17.6% | +8.4% | +19.9% |
| 6M | +13.2% | +13.6% | -0.4% | +8.5% |
| YTD | -10.8% | +46.3% | -57.1% | -23.1% |
| 1Y | -29.9% | +44.2% | -74.1% | -39.6% |
| All | +66.3% | +77.5% | -11.1% | +31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling