+69.8%
IBIT vs ENB
+58.1%
+11.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -2.2% |
| 7D | +3.0% | -0.2% | +3.2% | +3.1% |
| 30D | +23.1% | -2.2% | +25.3% | +23.7% |
| 3M | +25.6% | -10.5% | +36.1% | +29.1% |
| 6M | +9.1% | -5.1% | +14.2% | +9.8% |
| YTD | -8.9% | +9.0% | -17.9% | -13.3% |
| 1Y | -27.5% | +8.2% | -35.7% | -30.9% |
| All | +69.8% | +58.1% | +11.7% | +21.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling