+64.0%
IBIT vs ELAN
+52.5%
+11.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.6% | -1.0% |
| 7D | -5.8% | -6.4% | +0.6% | -4.9% |
| 30D | +21.5% | +0.6% | +21.0% | +21.3% |
| 3M | +24.5% | 0.0% | +24.6% | +24.1% |
| 6M | +10.0% | -3.4% | +13.4% | +9.6% |
| YTD | -12.0% | +1.0% | -13.0% | -12.8% |
| 1Y | -32.3% | +24.7% | -57.0% | -35.0% |
| All | +64.0% | +52.5% | +11.5% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 5y: compounded portfolio wealth divided by compounded ELAN 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…
5y analysis · Full analysis span regression · 6 months rolling