+56.5%
IBIT vs ETR
+133.4%
-76.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -5.4% | +2.6% | -7.9% | -5.8% |
| 30D | -10.5% | +8.7% | -19.1% | -11.8% |
| 3M | +15.0% | +6.4% | +8.7% | +13.6% |
| 6M | -8.3% | +0.7% | -9.0% | -8.5% |
| YTD | -16.1% | +23.0% | -39.1% | -20.3% |
| 1Y | -30.8% | +17.9% | -48.7% | -33.6% |
| All | +56.5% | +133.4% | -76.9% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling