+66.3%
IBIT vs EWZ
+28.1%
+38.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.5% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | +22.2% | +8.2% | +14.1% | +17.2% |
| 3M | +26.0% | +13.3% | +12.7% | +18.0% |
| 6M | +13.2% | +3.6% | +9.6% | +10.6% |
| YTD | -10.8% | +21.0% | -31.8% | -19.4% |
| 1Y | -29.9% | +34.7% | -64.6% | -40.0% |
| All | +66.3% | +28.1% | +38.2% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling