-29.9%
IBIT vs ES
+1.3%
-31.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.3% | -4.5% |
| 7D | -6.2% | -1.1% | -5.1% | -6.2% |
| 30D | -14.4% | +8.2% | -22.6% | -14.8% |
| 3M | +12.5% | +0.6% | +11.8% | +12.6% |
| 6M | -11.9% | +6.0% | -17.9% | -12.6% |
| YTD | -18.7% | +9.3% | -28.0% | -21.0% |
| 1Y | -29.9% | +1.1% | -31.0% | -30.0% |
| All | -29.9% | +1.3% | -31.2% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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