+46.2%
IBIT vs ED
+41.5%
+4.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -3.1% |
| 7D | -9.2% | +2.1% | -11.2% | -8.6% |
| 30D | -15.8% | +10.4% | -26.2% | -12.9% |
| 3M | +8.5% | +12.5% | -4.0% | +13.0% |
| 6M | -13.7% | +14.9% | -28.6% | -9.3% |
| YTD | -21.6% | +24.8% | -46.4% | -15.7% |
| 1Y | -30.0% | +23.8% | -53.8% | -24.7% |
| All | +46.2% | +41.5% | +4.7% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling