+46.2%
IBIT vs SE
+95.3%
-49.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.8% |
| 7D | -9.2% | -0.5% | -8.7% | -9.1% |
| 30D | -15.8% | -20.9% | +5.1% | -11.3% |
| 3M | +8.5% | -38.9% | +47.4% | +21.3% |
| 6M | -13.7% | -19.4% | +5.7% | -10.9% |
| YTD | -21.6% | -40.9% | +19.4% | -12.6% |
| 1Y | -30.0% | -46.2% | +16.2% | -19.8% |
| All | +46.2% | +95.3% | -49.1% | +1.3% |
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