-29.7%
IBIT vs EXPE
-0.5%
-29.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.4% | -13.3% | +10.9% | -1.4% |
| 30D | -9.1% | -5.5% | -3.6% | -8.6% |
| 3M | +15.0% | -16.5% | +31.5% | +16.3% |
| 6M | -6.9% | +13.1% | -20.0% | -8.2% |
| YTD | -14.8% | -8.0% | -6.8% | -16.1% |
| All | -29.7% | -0.5% | -29.2% | -31.0% |
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