-38.7%
IBIT vs IRE
-98.1%
+59.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -14.4% | +10.9% | -2.3% |
| 7D | -9.2% | -31.8% | +22.7% | -6.3% |
| 30D | -15.8% | -71.8% | +56.0% | -8.5% |
| 3M | +8.5% | -88.9% | +97.4% | +26.2% |
| 6M | -13.7% | -95.4% | +81.7% | +3.4% |
| YTD | -21.6% | -94.2% | +72.7% | -14.9% |
| 1Y | -30.0% | -97.1% | +67.1% | -21.8% |
| All | -38.7% | -98.1% | +59.5% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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