+51.6%
IBIT vs EOG
+48.3%
+3.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.7% | -4.6% |
| 7D | -6.2% | +7.4% | -13.6% | -7.1% |
| 30D | -14.4% | +2.3% | -16.6% | -14.8% |
| 3M | +12.5% | +9.5% | +3.0% | +10.4% |
| 6M | -11.9% | +17.7% | -29.5% | -15.3% |
| YTD | -18.7% | +52.9% | -71.6% | -29.0% |
| 1Y | -29.9% | +47.7% | -77.6% | -38.2% |
| All | +51.6% | +48.3% | +3.3% | +30.0% |
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