+66.7%
IBIT vs EOG
+37.6%
+29.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | +1.4% | -2.0% | +3.5% | +1.8% |
| 30D | +20.6% | +7.9% | +12.7% | +18.9% |
| 3M | +23.7% | +4.5% | +19.2% | +22.2% |
| 6M | +15.0% | +12.3% | +2.7% | +10.3% |
| YTD | -10.6% | +41.9% | -52.5% | -20.8% |
| 1Y | -30.3% | +27.8% | -58.2% | -36.2% |
| All | +66.7% | +37.6% | +29.1% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling