+46.2%
IBIT vs SEI
+843.7%
-797.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -3.4% |
| 7D | -9.2% | +10.5% | -19.6% | -10.4% |
| 30D | -15.8% | -8.0% | -7.8% | -15.6% |
| 3M | +8.5% | +6.7% | +1.8% | +5.6% |
| 6M | -13.7% | -17.0% | +3.3% | -13.8% |
| YTD | -21.6% | +39.7% | -61.2% | -28.2% |
| 1Y | -30.0% | +43.2% | -73.1% | -36.2% |
| All | +46.2% | +843.7% | -797.5% | +3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling