+61.6%
IBIT vs ES
+40.6%
+20.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.1% | -7.1% | -5.3% |
| 7D | -5.9% | +5.9% | -11.8% | -6.6% |
| 30D | -11.3% | +10.2% | -21.5% | -12.5% |
| 3M | +17.1% | +0.4% | +16.7% | +17.1% |
| 6M | -7.0% | +6.9% | -13.9% | -8.2% |
| YTD | -13.3% | +10.5% | -23.8% | -15.3% |
| 1Y | -27.0% | +3.2% | -30.2% | -27.7% |
| All | +61.6% | +40.6% | +20.9% | +46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling