+69.8%
IBIT vs DE
+81.7%
-11.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +3.0% | +10.0% | -7.0% | +0.4% |
| 30D | +23.1% | +13.3% | +9.8% | +18.9% |
| 3M | +25.6% | +17.5% | +8.1% | +19.6% |
| 6M | +9.1% | +13.6% | -4.4% | +4.8% |
| YTD | -8.9% | +49.8% | -58.7% | -21.9% |
| 1Y | -27.5% | +47.9% | -75.3% | -37.9% |
| All | +69.8% | +81.7% | -11.9% | +33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling