-31.4%
IBIT vs ELV
+29.9%
-61.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | -0.1% |
| 7D | +1.1% | -2.2% | +3.3% | +1.5% |
| 30D | +22.2% | -0.2% | +22.4% | +22.3% |
| 3M | +26.0% | -6.1% | +32.1% | +26.5% |
| 6M | +13.2% | +42.8% | -29.6% | +5.8% |
| YTD | -10.8% | +14.4% | -25.2% | -15.2% |
| All | -31.4% | +29.9% | -61.3% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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