-30.3%
IBIT vs ESI
+39.5%
-69.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -2.0% |
| 7D | +1.4% | +5.4% | -3.9% | -0.1% |
| 30D | +20.6% | -4.2% | +24.8% | +21.9% |
| 3M | +23.7% | -9.6% | +33.3% | +24.9% |
| 6M | +15.0% | +18.3% | -3.3% | +2.1% |
| YTD | -10.6% | +45.8% | -56.4% | -29.5% |
| 1Y | -30.3% | +39.2% | -69.5% | -42.1% |
| All | -30.3% | +39.5% | -69.8% | -42.1% |
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