+58.6%
IBIT vs SEI
+858.4%
-799.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.7% | -3.4% | +0.7% |
| 7D | -6.8% | +12.4% | -19.2% | -8.4% |
| 30D | -9.9% | -18.3% | +8.4% | -8.3% |
| 3M | +17.5% | +10.4% | +7.1% | +13.7% |
| 6M | -9.1% | -12.9% | +3.8% | -9.9% |
| YTD | -14.9% | +41.8% | -56.8% | -22.2% |
| 1Y | -27.6% | +30.3% | -57.9% | -33.3% |
| All | +58.6% | +858.4% | -799.7% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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