+46.2%
IBIT vs ES
+40.3%
+6.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.6% |
| 7D | -9.2% | +2.7% | -11.9% | -9.5% |
| 30D | -15.8% | +7.6% | -23.4% | -16.7% |
| 3M | +8.5% | +0.5% | +8.0% | +8.4% |
| 6M | -13.7% | +7.6% | -21.3% | -15.0% |
| YTD | -21.6% | +10.2% | -31.8% | -23.3% |
| 1Y | -30.0% | +1.8% | -31.8% | -30.5% |
| All | +46.2% | +40.3% | +6.0% | +32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling