-30.3%
IBIT vs SE
-41.4%
+11.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.0% |
| 7D | +1.4% | +0.6% | +0.8% | +1.3% |
| 30D | +20.6% | -0.1% | +20.7% | +20.1% |
| 3M | +23.7% | +34.1% | -10.5% | +16.1% |
| 6M | +15.0% | +23.2% | -8.2% | +9.0% |
| YTD | -10.6% | -11.2% | +0.6% | -6.4% |
| 1Y | -30.3% | -40.5% | +10.2% | -15.4% |
| All | -30.3% | -41.4% | +11.0% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling