-29.9%
IBIT vs EOG
+47.9%
-77.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.7% | -4.3% |
| 7D | -6.2% | +7.4% | -13.6% | -5.2% |
| 30D | -14.4% | +2.3% | -16.6% | -14.1% |
| 3M | +12.5% | +9.5% | +3.0% | +13.8% |
| 6M | -11.9% | +17.7% | -29.5% | -10.5% |
| YTD | -18.7% | +52.9% | -71.6% | -24.2% |
| 1Y | -29.9% | +47.7% | -77.6% | -34.3% |
| All | -29.9% | +47.9% | -77.8% | -34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling