+66.7%
IBIT vs EWZ
+29.9%
+36.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.0% | -3.8% | -2.9% |
| 7D | +1.4% | +5.6% | -4.1% | -1.5% |
| 30D | +20.6% | +9.3% | +11.4% | +15.0% |
| 3M | +23.7% | +15.7% | +8.0% | +14.5% |
| 6M | +15.0% | +7.4% | +7.6% | +10.3% |
| YTD | -10.6% | +22.7% | -33.3% | -19.8% |
| 1Y | -30.3% | +36.4% | -66.7% | -40.7% |
| All | +66.7% | +29.9% | +36.8% | +42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling