+69.8%
IBIT vs EVRG
+68.6%
+1.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | +3.0% | +1.1% | +1.9% | +2.9% |
| 30D | +23.1% | -1.0% | +24.1% | +23.2% |
| 3M | +25.6% | +0.4% | +25.2% | +25.0% |
| 6M | +9.1% | -0.8% | +10.0% | +9.0% |
| YTD | -8.9% | +15.3% | -24.2% | -12.9% |
| 1Y | -27.5% | +17.9% | -45.3% | -30.9% |
| All | +69.8% | +68.6% | +1.3% | +42.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling