-27.6%
IBIT vs EFV
+20.5%
-48.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.4% |
| 7D | -6.8% | -1.0% | -5.8% | -5.8% |
| 30D | -9.9% | +3.1% | -12.9% | -12.5% |
| 3M | +17.5% | -1.2% | +18.8% | +19.1% |
| 6M | -9.1% | +5.6% | -14.8% | -14.0% |
| YTD | -14.9% | +15.8% | -30.7% | -27.0% |
| 1Y | -27.6% | +20.0% | -47.6% | -39.4% |
| All | -27.6% | +20.5% | -48.1% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling