-30.0%
IBIT vs NEE
+2.1%
-32.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | -9.2% | -2.1% | -7.1% | -9.2% |
| 30D | -15.8% | +8.6% | -24.4% | -15.6% |
| 3M | +8.5% | -0.3% | +8.8% | +9.0% |
| 6M | -13.7% | -8.9% | -4.8% | -11.7% |
| YTD | -21.6% | +8.3% | -29.9% | -23.2% |
| 1Y | -30.0% | +4.3% | -34.2% | -31.1% |
| All | -30.0% | +2.1% | -32.0% | -31.1% |
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