+64.0%
IBIT vs EQIX
+35.4%
+28.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.5% | -0.7% |
| 7D | -5.8% | -1.6% | -4.1% | -5.2% |
| 30D | +21.5% | -0.4% | +21.9% | +21.6% |
| 3M | +24.5% | -0.9% | +25.4% | +24.6% |
| 6M | +10.0% | +8.1% | +1.9% | +6.3% |
| YTD | -12.0% | +35.7% | -47.7% | -22.7% |
| 1Y | -32.3% | +34.0% | -66.3% | -40.3% |
| All | +64.0% | +35.4% | +28.7% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 10y: compounded portfolio wealth divided by compounded EQIX 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…
10y analysis · Full analysis span regression · 6 months rolling