+51.6%
IBIT vs EXPE
+74.6%
-23.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -4.9% | -4.5% |
| 7D | -6.2% | -4.2% | -2.0% | -5.6% |
| 30D | -14.4% | -4.5% | -9.8% | -14.0% |
| 3M | +12.5% | -19.7% | +32.2% | +15.8% |
| 6M | -11.9% | +18.3% | -30.2% | -15.5% |
| YTD | -18.7% | -7.3% | -11.4% | -19.3% |
| 1Y | -29.9% | -3.9% | -26.0% | -31.0% |
| All | +51.6% | +74.6% | -23.1% | +22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling