+58.9%
IBIT vs EXPD
+57.0%
+1.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.7% | -4.0% | -1.7% |
| 7D | -2.4% | -5.5% | +3.1% | -1.5% |
| 30D | -9.1% | -1.9% | -7.2% | -8.8% |
| 3M | +15.0% | +6.1% | +8.9% | +13.9% |
| 6M | -6.9% | +21.6% | -28.5% | -9.8% |
| YTD | -14.8% | +27.9% | -42.7% | -18.3% |
| 1Y | -28.1% | +39.4% | -67.5% | -32.0% |
| All | +58.9% | +57.0% | +1.9% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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