+51.6%
IBIT vs ENB
+51.9%
-0.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.5% |
| 7D | -6.2% | 0.0% | -6.2% | -6.2% |
| 30D | -14.4% | +1.4% | -15.7% | -14.6% |
| 3M | +12.5% | -5.2% | +17.6% | +13.7% |
| 6M | -11.9% | -9.9% | -1.9% | -10.1% |
| YTD | -18.7% | +4.7% | -23.4% | -22.0% |
| 1Y | -29.9% | +2.8% | -32.7% | -32.2% |
| All | +51.6% | +51.9% | -0.3% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling