-20.7%
IBIT vs EWT
+54.0%
-74.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.2% | +4.1% | +3.5% |
| 7D | -1.8% | -10.9% | +9.1% | +4.0% |
| 30D | -6.7% | -17.7% | +11.1% | +2.6% |
| 3M | +24.6% | -5.0% | +29.6% | +27.5% |
| 6M | -0.2% | +7.4% | -7.5% | -8.4% |
| YTD | -8.7% | +52.8% | -61.5% | -39.7% |
| 1Y | -20.7% | +55.2% | -75.9% | -48.3% |
| All | -20.7% | +54.0% | -74.7% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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