+46.2%
IBIT vs EIX
-3.6%
+49.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.6% |
| 7D | -9.2% | +1.4% | -10.6% | -9.3% |
| 30D | -15.8% | +8.5% | -24.3% | -16.5% |
| 3M | +8.5% | -13.5% | +22.0% | +9.8% |
| 6M | -13.7% | -12.4% | -1.3% | -13.1% |
| YTD | -21.6% | +5.9% | -27.5% | -24.0% |
| 1Y | -30.0% | +7.6% | -37.5% | -32.3% |
| All | +46.2% | -3.6% | +49.9% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling