-20.7%
IBIT vs EAT
+109.8%
-130.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.3% | -3.4% | +2.3% |
| 7D | -1.8% | -0.1% | -1.6% | -1.8% |
| 30D | -6.7% | +13.5% | -20.2% | -7.7% |
| 3M | +24.6% | +1.0% | +23.6% | +24.3% |
| 6M | -0.2% | +57.3% | -57.4% | -5.1% |
| YTD | -8.7% | +53.6% | -62.3% | -11.8% |
| 1Y | -20.7% | +110.8% | -131.5% | -20.7% |
| All | -20.7% | +109.8% | -130.6% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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