+58.9%
IBIT vs ED
+38.4%
+20.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.4% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -9.1% | +11.6% | -20.7% | -5.7% |
| 3M | +15.0% | +10.5% | +4.5% | +19.0% |
| 6M | -6.9% | +13.2% | -20.1% | -2.7% |
| YTD | -14.8% | +22.1% | -36.9% | -9.1% |
| 1Y | -28.1% | +24.2% | -52.3% | -22.9% |
| All | +58.9% | +38.4% | +20.5% | +71.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling