+51.6%
IBIT vs EW
+39.2%
+12.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.4% | -4.4% |
| 7D | -6.2% | +4.9% | -11.1% | -6.9% |
| 30D | -14.4% | +24.1% | -38.4% | -17.1% |
| 3M | +12.5% | +13.7% | -1.2% | +10.2% |
| 6M | -11.9% | +32.7% | -44.6% | -15.8% |
| YTD | -18.7% | +24.1% | -42.8% | -21.6% |
| 1Y | -29.9% | +23.6% | -53.5% | -32.4% |
| All | +51.6% | +39.2% | +12.4% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 10y: compounded portfolio wealth divided by compounded EW 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…
10y analysis · Full analysis span regression · 6 months rolling