+69.8%
IBIT vs ETR
+124.1%
-54.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | +3.0% | +1.4% | +1.6% | +2.8% |
| 30D | +23.1% | +1.0% | +22.1% | +22.8% |
| 3M | +25.6% | -1.3% | +26.8% | +25.6% |
| 6M | +9.1% | +1.9% | +7.3% | +8.3% |
| YTD | -8.9% | +18.2% | -27.1% | -12.8% |
| 1Y | -27.5% | +24.7% | -52.1% | -31.1% |
| All | +69.8% | +124.1% | -54.3% | +39.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling