+58.9%
IBIT vs SE
+102.1%
-43.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.9% | -4.3% | -2.0% |
| 7D | -2.4% | +3.3% | -5.7% | -3.1% |
| 30D | -9.1% | -18.2% | +9.1% | -4.9% |
| 3M | +15.0% | -31.3% | +46.3% | +24.5% |
| 6M | -6.9% | -10.1% | +3.2% | -6.7% |
| YTD | -14.8% | -38.9% | +24.1% | -5.7% |
| 1Y | -28.1% | -48.0% | +19.9% | -16.7% |
| All | +58.9% | +102.1% | -43.2% | +9.3% |
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