+66.3%
IBIT vs EFA
+54.2%
+12.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.9% |
| 7D | +1.1% | -0.5% | +1.6% | +1.7% |
| 30D | +22.2% | -1.3% | +23.6% | +24.1% |
| 3M | +26.0% | +5.2% | +20.8% | +19.7% |
| 6M | +13.2% | +9.4% | +3.8% | +3.0% |
| YTD | -10.8% | +12.7% | -23.5% | -21.1% |
| 1Y | -29.9% | +19.3% | -49.2% | -41.4% |
| All | +66.3% | +54.2% | +12.1% | +2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling