+58.6%
IBIT vs ESI
+54.7%
+3.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.0% | -2.6% | 0.0% |
| 7D | -6.8% | +1.8% | -8.6% | -7.5% |
| 30D | -9.9% | -6.6% | -3.3% | -8.0% |
| 3M | +17.5% | -9.4% | +26.9% | +20.5% |
| 6M | -9.1% | -24.1% | +15.0% | -1.8% |
| YTD | -14.9% | +37.1% | -52.1% | -29.7% |
| 1Y | -27.6% | +24.5% | -52.2% | -37.7% |
| All | +58.6% | +54.7% | +3.9% | +19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling