+66.7%
IBIT vs ETR
+126.8%
-60.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.0% | -2.1% |
| 7D | +1.4% | +1.4% | 0.0% | +1.2% |
| 30D | +20.6% | +1.9% | +18.8% | +20.1% |
| 3M | +23.7% | +1.0% | +22.7% | +23.2% |
| 6M | +15.0% | +4.8% | +10.2% | +13.3% |
| YTD | -10.6% | +19.5% | -30.1% | -14.7% |
| 1Y | -30.3% | +28.1% | -58.4% | -34.2% |
| All | +66.7% | +126.8% | -60.1% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling