+66.3%
IBIT vs EOG
+39.1%
+27.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.4% |
| 7D | +1.1% | -1.3% | +2.5% | +1.4% |
| 30D | +22.2% | +3.4% | +18.9% | +21.5% |
| 3M | +26.0% | +7.8% | +18.2% | +23.6% |
| 6M | +13.2% | +13.4% | -0.2% | +8.4% |
| YTD | -10.8% | +43.5% | -54.3% | -21.1% |
| 1Y | -29.9% | +29.7% | -59.6% | -36.0% |
| All | +66.3% | +39.1% | +27.2% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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