-30.3%
IBIT vs ENB
+8.5%
-38.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.6% | -1.7% |
| 7D | +1.4% | -0.5% | +1.9% | +1.4% |
| 30D | +20.6% | -0.2% | +20.8% | +20.5% |
| 3M | +23.7% | -7.5% | +31.2% | +22.6% |
| 6M | +15.0% | -4.1% | +19.1% | +13.9% |
| YTD | -10.6% | +9.8% | -20.4% | -10.8% |
| 1Y | -30.3% | +8.7% | -39.0% | -30.0% |
| All | -30.3% | +8.5% | -38.8% | -30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling