-11.9%
IBIT vs ELV
+13.4%
-25.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.5% | -4.5% |
| 7D | -6.2% | -0.5% | -5.7% | -6.2% |
| 30D | -14.4% | +1.1% | -15.5% | -14.5% |
| 3M | +12.5% | +8.2% | +4.3% | +11.7% |
| 6M | -11.9% | +10.2% | -22.1% | -14.0% |
| All | -11.9% | +13.4% | -25.2% | -14.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling