+46.2%
IBIT vs ENB
+52.6%
-6.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.6% |
| 7D | -9.2% | +3.1% | -12.3% | -9.8% |
| 30D | -15.8% | +2.1% | -17.9% | -16.2% |
| 3M | +8.5% | -4.4% | +13.0% | +9.5% |
| 6M | -13.7% | -10.1% | -3.6% | -11.9% |
| YTD | -21.6% | +5.2% | -26.8% | -24.8% |
| 1Y | -30.0% | +4.2% | -34.2% | -32.7% |
| All | +46.2% | +52.6% | -6.4% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling