+66.7%
IBIT vs ELAN
+59.9%
+6.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.6% |
| 7D | +1.4% | +0.3% | +1.2% | +1.4% |
| 30D | +20.6% | +8.4% | +12.3% | +19.2% |
| 3M | +23.7% | +1.2% | +22.5% | +23.0% |
| 6M | +15.0% | +2.6% | +12.4% | +13.7% |
| YTD | -10.6% | +5.9% | -16.5% | -12.0% |
| 1Y | -30.3% | +25.8% | -56.1% | -33.1% |
| All | +66.7% | +59.9% | +6.8% | +54.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling