+64.0%
IBIT vs EWZ
+29.7%
+34.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -2.0% |
| 7D | -5.8% | +1.1% | -6.9% | -6.3% |
| 30D | +21.5% | +13.5% | +8.1% | +13.7% |
| 3M | +24.5% | +15.2% | +9.3% | +15.5% |
| 6M | +10.0% | +3.7% | +6.3% | +7.4% |
| YTD | -12.0% | +22.5% | -34.6% | -21.0% |
| 1Y | -32.3% | +35.3% | -67.6% | -42.2% |
| All | +64.0% | +29.7% | +34.3% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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