+66.7%
IBIT vs EQT
+52.6%
+14.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | +1.4% | -0.8% | +2.3% | +1.7% |
| 30D | +20.6% | +6.6% | +14.0% | +18.5% |
| 3M | +23.7% | +4.4% | +19.3% | +21.9% |
| 6M | +15.0% | -10.5% | +25.5% | +18.2% |
| YTD | -10.6% | +3.7% | -14.3% | -12.2% |
| 1Y | -30.3% | +9.9% | -40.2% | -33.0% |
| All | +66.7% | +52.6% | +14.1% | +43.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling