+66.3%
IBIT vs EOSE
+346.2%
-279.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.1% |
| 7D | +1.1% | +15.0% | -13.8% | -0.2% |
| 30D | +22.2% | +2.5% | +19.8% | +21.4% |
| 3M | +26.0% | -33.7% | +59.7% | +29.2% |
| 6M | +13.2% | -32.7% | +45.9% | +14.2% |
| YTD | -10.8% | -63.8% | +53.0% | -6.1% |
| 1Y | -29.9% | -40.5% | +10.6% | -28.3% |
| All | +66.3% | +346.2% | -279.9% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 5y: compounded portfolio wealth divided by compounded EOSE 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…
5y analysis · Full analysis span regression · 6 months rolling