+66.7%
IBIT vs ED
+26.6%
+40.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -1.6% |
| 7D | +1.4% | +0.5% | +0.9% | +1.6% |
| 30D | +20.6% | +1.1% | +19.5% | +21.1% |
| 3M | +23.7% | +4.6% | +19.0% | +25.6% |
| 6M | +15.0% | -2.0% | +17.0% | +14.8% |
| YTD | -10.6% | +11.7% | -22.3% | -7.5% |
| 1Y | -30.3% | +15.7% | -46.1% | -27.2% |
| All | +66.7% | +26.6% | +40.1% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ED 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling