+69.8%
IBIT vs EFA
+56.8%
+13.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.6% |
| 7D | +3.0% | +0.6% | +2.4% | +2.4% |
| 30D | +23.1% | +0.9% | +22.3% | +22.1% |
| 3M | +25.6% | +4.9% | +20.7% | +19.7% |
| 6M | +9.1% | +8.6% | +0.6% | +0.2% |
| YTD | -8.9% | +14.6% | -23.5% | -20.8% |
| 1Y | -27.5% | +22.6% | -50.1% | -41.0% |
| All | +69.8% | +56.8% | +13.0% | +3.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling