+66.3%
IBIT vs ET
+91.3%
-25.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.6% |
| 7D | +1.1% | +0.6% | +0.5% | +0.8% |
| 30D | +22.2% | +5.3% | +17.0% | +18.9% |
| 3M | +26.0% | +15.6% | +10.4% | +15.9% |
| 6M | +13.2% | +20.6% | -7.4% | +0.9% |
| YTD | -10.8% | +38.5% | -49.3% | -27.3% |
| 1Y | -29.9% | +35.7% | -65.7% | -42.2% |
| All | +66.3% | +91.3% | -25.0% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 5y: compounded portfolio wealth divided by compounded ET 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…
5y analysis · Full analysis span regression · 6 months rolling