+69.8%
IBIT vs ES
+37.3%
+32.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | +3.0% | +0.3% | +2.7% | +3.0% |
| 30D | +23.1% | -2.0% | +25.1% | +23.4% |
| 3M | +25.6% | +1.7% | +23.9% | +25.0% |
| 6M | +9.1% | -3.5% | +12.7% | +9.7% |
| YTD | -8.9% | +7.9% | -16.8% | -10.7% |
| 1Y | -27.5% | +17.2% | -44.6% | -29.8% |
| All | +69.8% | +37.3% | +32.5% | +54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling