+66.7%
IBIT vs ELV
-12.5%
+79.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.8% |
| 7D | +1.4% | -0.3% | +1.7% | +1.5% |
| 30D | +20.6% | +2.0% | +18.7% | +20.6% |
| 3M | +23.7% | -3.5% | +27.2% | +23.6% |
| 6M | +15.0% | +40.2% | -25.2% | +13.6% |
| YTD | -10.6% | +15.8% | -26.4% | -11.5% |
| 1Y | -30.3% | +33.2% | -63.5% | -30.8% |
| All | +66.7% | -12.5% | +79.2% | +53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling