-20.7%
IBIT vs EQX
+7.1%
-27.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +12.8% | -9.9% | -0.5% |
| 7D | -1.8% | +7.6% | -9.4% | -3.8% |
| 30D | -6.7% | +0.4% | -7.1% | -7.1% |
| 3M | +24.6% | +18.0% | +6.6% | +18.5% |
| 6M | -0.2% | -18.4% | +18.2% | +2.8% |
| YTD | -8.7% | -19.3% | +10.6% | -8.1% |
| 1Y | -20.7% | +9.2% | -30.0% | -28.8% |
| All | -20.7% | +7.1% | -27.8% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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