+61.0%
IBIT vs SE
+96.3%
-35.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | -1.1% | +2.0% | -3.1% | -1.5% |
| 30D | -9.2% | -20.0% | +10.8% | -4.5% |
| 3M | +17.5% | -31.8% | +49.3% | +27.4% |
| 6M | -7.2% | -15.9% | +8.7% | -5.4% |
| YTD | -13.6% | -40.6% | +27.0% | -3.8% |
| 1Y | -25.1% | -50.7% | +25.6% | -11.9% |
| All | +61.0% | +96.3% | -35.3% | +11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling