+66.7%
IBIT vs EVRG
+70.0%
-3.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.7% | -2.0% |
| 7D | +1.4% | +0.9% | +0.6% | +1.3% |
| 30D | +20.6% | -0.5% | +21.2% | +20.6% |
| 3M | +23.7% | +1.5% | +22.2% | +22.9% |
| 6M | +15.0% | +1.2% | +13.8% | +14.4% |
| YTD | -10.6% | +16.3% | -26.9% | -14.7% |
| 1Y | -30.3% | +20.3% | -50.6% | -34.0% |
| All | +66.7% | +70.0% | -3.3% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling