-29.9%
IBIT vs ETR
+26.7%
-56.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | 0.0% |
| 7D | +1.1% | +0.4% | +0.7% | +1.1% |
| 30D | +22.2% | +2.0% | +20.2% | +21.6% |
| 3M | +26.0% | -1.7% | +27.7% | +26.0% |
| 6M | +13.2% | +3.6% | +9.6% | +10.3% |
| YTD | -10.8% | +18.0% | -28.8% | -20.1% |
| 1Y | -29.9% | +26.2% | -56.2% | -39.4% |
| All | -29.9% | +26.7% | -56.6% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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