+61.6%
IBIT vs EXPD
+56.4%
+5.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.5% | -0.6% | -4.4% |
| 7D | -5.9% | -4.8% | -1.1% | -5.1% |
| 30D | -11.3% | -1.5% | -9.7% | -11.1% |
| 3M | +17.1% | +4.1% | +13.0% | +16.4% |
| 6M | -7.0% | +24.0% | -31.0% | -10.2% |
| YTD | -13.3% | +27.4% | -40.7% | -16.9% |
| 1Y | -27.0% | +38.4% | -65.3% | -30.9% |
| All | +61.6% | +56.4% | +5.2% | +44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling