-32.3%
IBIT vs EXE
+5.1%
-37.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.6% | -1.4% |
| 7D | -5.8% | -2.2% | -3.6% | -5.6% |
| 30D | +21.5% | -0.8% | +22.3% | +21.6% |
| 3M | +24.5% | +10.0% | +14.5% | +23.6% |
| 6M | +10.0% | -6.3% | +16.3% | +11.1% |
| YTD | -12.0% | -10.7% | -1.3% | -10.1% |
| 1Y | -32.3% | +2.7% | -35.0% | -32.1% |
| All | -32.3% | +5.1% | -37.4% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling