+56.5%
IBIT vs EWZ
+8.2%
+48.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.9% |
| 7D | -5.4% | +1.3% | -6.7% | -5.9% |
| 30D | -10.5% | -26.2% | +15.7% | +0.2% |
| 3M | +15.0% | -8.6% | +23.7% | +15.1% |
| 6M | -8.3% | -17.0% | +8.7% | -3.8% |
| YTD | -16.1% | +2.2% | -18.2% | -20.8% |
| 1Y | -30.8% | +2.7% | -33.4% | -34.9% |
| All | +56.5% | +8.2% | +48.3% | +40.2% |
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