+46.2%
IBIT vs EQT
+46.7%
-0.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.7% |
| 7D | -9.2% | +6.9% | -16.1% | -10.7% |
| 30D | -15.8% | +0.4% | -16.2% | -16.0% |
| 3M | +8.5% | -2.0% | +10.6% | +8.8% |
| 6M | -13.7% | -5.0% | -8.7% | -13.1% |
| YTD | -21.6% | -0.3% | -21.3% | -22.4% |
| 1Y | -30.0% | -11.3% | -18.7% | -28.3% |
| All | +46.2% | +46.7% | -0.4% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling