+64.0%
IBIT vs EQX
+167.5%
-103.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.1% | +3.7% | -0.5% |
| 7D | -5.8% | -7.0% | +1.3% | -4.5% |
| 30D | +21.5% | +4.8% | +16.7% | +20.6% |
| 3M | +24.5% | +25.6% | -1.1% | +19.7% |
| 6M | +10.0% | -25.8% | +35.8% | +13.4% |
| YTD | -12.0% | -12.7% | +0.7% | -11.6% |
| 1Y | -32.3% | +14.1% | -46.4% | -34.2% |
| All | +64.0% | +167.5% | -103.5% | +37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling