+64.0%
IBIT vs EFA
+52.9%
+11.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.5% | -0.5% |
| 7D | -5.8% | -2.4% | -3.4% | -3.4% |
| 30D | +21.5% | -2.2% | +23.8% | +24.6% |
| 3M | +24.5% | +5.7% | +18.8% | +17.7% |
| 6M | +10.0% | +8.2% | +1.8% | +1.3% |
| YTD | -12.0% | +11.8% | -23.8% | -21.5% |
| 1Y | -32.3% | +18.3% | -50.6% | -42.8% |
| All | +64.0% | +52.9% | +11.1% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EFA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling