+9.1%
IBIT vs EOG
+17.0%
-7.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.6% |
| 7D | +3.0% | +1.3% | +1.7% | +3.4% |
| 30D | +23.1% | +8.2% | +14.9% | +26.5% |
| 3M | +25.6% | +3.8% | +21.7% | +27.2% |
| 6M | +9.1% | +15.3% | -6.2% | +17.4% |
| All | +9.1% | +17.0% | -7.8% | +17.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling