+58.9%
IBIT vs EIX
-3.7%
+62.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.5% |
| 7D | -2.4% | +0.7% | -3.1% | -2.4% |
| 30D | -9.1% | +8.8% | -17.8% | -9.9% |
| 3M | +15.0% | -10.9% | +25.9% | +15.8% |
| 6M | -6.9% | -10.3% | +3.4% | -6.7% |
| YTD | -14.8% | +5.8% | -20.6% | -17.4% |
| 1Y | -28.1% | +11.4% | -39.5% | -31.1% |
| All | +58.9% | -3.7% | +62.6% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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