+61.0%
IBIT vs EAT
+400.3%
-339.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.5% | +0.2% |
| 7D | -1.1% | -2.6% | +1.5% | -0.6% |
| 30D | -9.2% | +11.5% | -20.6% | -11.2% |
| 3M | +17.5% | -9.1% | +26.6% | +19.1% |
| 6M | -7.2% | +40.4% | -47.6% | -14.4% |
| YTD | -13.6% | +43.9% | -57.6% | -21.4% |
| 1Y | -25.1% | +101.9% | -127.1% | -37.5% |
| All | +61.0% | +400.3% | -339.3% | +5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling