+66.7%
IBIT vs SE
+193.8%
-127.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.1% |
| 7D | +1.4% | +0.6% | +0.8% | +1.3% |
| 30D | +20.6% | -0.1% | +20.7% | +19.9% |
| 3M | +23.7% | +34.1% | -10.5% | +13.6% |
| 6M | +15.0% | +23.2% | -8.2% | +7.2% |
| YTD | -10.6% | -11.2% | +0.6% | -9.2% |
| 1Y | -30.3% | -40.5% | +10.2% | -20.6% |
| All | +66.7% | +193.8% | -127.1% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling