+69.8%
IBIT vs EW
+18.2%
+51.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.6% | -2.4% |
| 7D | +3.0% | -0.3% | +3.4% | +3.1% |
| 30D | +23.1% | +1.0% | +22.1% | +22.8% |
| 3M | +25.6% | +2.8% | +22.8% | +24.9% |
| 6M | +9.1% | +5.5% | +3.7% | +8.0% |
| YTD | -8.9% | +5.5% | -14.4% | -9.9% |
| 1Y | -27.5% | +11.0% | -38.5% | -28.9% |
| All | +69.8% | +18.2% | +51.6% | +64.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling