-20.7%
IBIT vs EVRG
+15.1%
-35.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +3.1% |
| 7D | -1.8% | +2.3% | -4.1% | -1.4% |
| 30D | -6.7% | +9.0% | -15.7% | -5.4% |
| 3M | +24.6% | +3.7% | +20.9% | +25.3% |
| 6M | -0.2% | +6.8% | -7.0% | +0.3% |
| YTD | -8.7% | +21.9% | -30.6% | -12.8% |
| 1Y | -20.7% | +15.8% | -36.5% | -20.4% |
| All | -20.7% | +15.1% | -35.8% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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