+64.4%
IBIT vs EQX
+171.9%
-107.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.1% |
| 7D | -3.2% | -3.2% | 0.0% | -2.7% |
| 30D | +22.0% | +7.8% | +14.2% | +20.4% |
| 3M | +21.4% | +21.3% | +0.1% | +17.3% |
| 6M | +9.2% | -22.4% | +31.7% | +11.9% |
| YTD | -11.8% | -11.3% | -0.5% | -11.6% |
| 1Y | -32.7% | +13.5% | -46.2% | -34.6% |
| All | +64.4% | +171.9% | -107.5% | +37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling