-27.5%
IBIT vs EXPE
+40.7%
-68.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.3% |
| 7D | +3.0% | -9.5% | +12.6% | +3.9% |
| 30D | +23.1% | -6.6% | +29.7% | +23.6% |
| 3M | +25.6% | +31.4% | -5.8% | +21.7% |
| 6M | +9.1% | +35.2% | -26.0% | +4.8% |
| YTD | -8.9% | +5.8% | -14.7% | -10.6% |
| 1Y | -27.5% | +38.7% | -66.1% | -31.1% |
| All | -27.5% | +40.7% | -68.1% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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