+58.9%
IBIT vs EXPE
+73.4%
-14.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.4% | -13.3% | +10.9% | -0.3% |
| 30D | -9.1% | -5.5% | -3.6% | -8.6% |
| 3M | +15.0% | -16.5% | +31.5% | +17.6% |
| 6M | -6.9% | +13.1% | -20.0% | -10.0% |
| YTD | -14.8% | -8.0% | -6.8% | -15.3% |
| 1Y | -28.1% | +1.1% | -29.2% | -30.1% |
| All | +58.9% | +73.4% | -14.5% | +28.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling