-27.5%
IBIT vs ESI
+44.5%
-72.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.9% | -5.4% | -3.2% |
| 7D | +3.0% | +3.3% | -0.3% | +2.1% |
| 30D | +23.1% | -5.9% | +29.0% | +25.0% |
| 3M | +25.6% | -14.1% | +39.7% | +29.3% |
| 6M | +9.1% | +6.6% | +2.6% | +1.7% |
| YTD | -8.9% | +45.0% | -53.9% | -28.2% |
| 1Y | -27.5% | +41.5% | -68.9% | -40.5% |
| All | -27.5% | +44.5% | -72.0% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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