+64.0%
IBIT vs EQH
+72.2%
-8.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.9% |
| 7D | -5.8% | -1.8% | -4.0% | -4.9% |
| 30D | +21.5% | +2.4% | +19.1% | +19.8% |
| 3M | +24.5% | +26.3% | -1.8% | +9.8% |
| 6M | +10.0% | +35.8% | -25.8% | -7.6% |
| YTD | -12.0% | +12.7% | -24.7% | -18.3% |
| 1Y | -32.3% | +2.5% | -34.8% | -34.2% |
| All | +64.0% | +72.2% | -8.1% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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