+66.3%
IBIT vs EWT
+173.5%
-107.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +1.1% | +2.1% | -1.0% | -0.1% |
| 30D | +22.2% | +9.4% | +12.9% | +15.9% |
| 3M | +26.0% | +10.9% | +15.2% | +17.2% |
| 6M | +13.2% | +57.9% | -44.8% | -18.1% |
| YTD | -10.8% | +75.9% | -86.7% | -40.0% |
| 1Y | -29.9% | +89.7% | -119.6% | -55.1% |
| All | +66.3% | +173.5% | -107.1% | -22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling