-32.8%
IBIT vs EQT
+9.6%
-42.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | -5.8% | -1.2% | -4.6% | -5.6% |
| 30D | +21.5% | +1.1% | +20.5% | +21.3% |
| 3M | +24.5% | +4.8% | +19.7% | +23.6% |
| 6M | +10.0% | -10.6% | +20.6% | +13.0% |
| YTD | -12.0% | +3.4% | -15.5% | -12.5% |
| All | -32.8% | +9.6% | -42.4% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling