-29.9%
IBIT vs ESI
+21.7%
-51.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.3% | -3.9% |
| 7D | -6.2% | +8.3% | -14.5% | -8.0% |
| 30D | -14.4% | -10.4% | -3.9% | -12.2% |
| 3M | +12.5% | -13.2% | +25.6% | +15.9% |
| 6M | -11.9% | -23.9% | +12.0% | -7.0% |
| YTD | -18.7% | +34.2% | -52.9% | -32.5% |
| 1Y | -29.9% | +22.2% | -52.2% | -40.0% |
| All | -29.9% | +21.7% | -51.6% | -40.0% |
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