-30.8%
IBIT vs NEE
+5.4%
-36.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.5% |
| 7D | -5.4% | +2.3% | -7.7% | -5.4% |
| 30D | -10.5% | +11.5% | -22.0% | -10.4% |
| 3M | +15.0% | +2.6% | +12.4% | +15.4% |
| 6M | -8.3% | -6.0% | -2.3% | -6.4% |
| YTD | -16.1% | +9.8% | -25.9% | -18.2% |
| 1Y | -30.8% | +4.7% | -35.4% | -31.8% |
| All | -30.8% | +5.4% | -36.2% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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