+66.7%
IBIT vs SEI
+844.1%
-777.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +16.3% | -18.1% | -4.1% |
| 7D | +1.4% | +28.8% | -27.4% | -2.4% |
| 30D | +20.6% | +10.4% | +10.3% | +18.3% |
| 3M | +23.7% | -11.4% | +35.1% | +24.1% |
| 6M | +15.0% | +31.2% | -16.2% | +7.9% |
| YTD | -10.6% | +39.7% | -50.3% | -17.0% |
| 1Y | -30.3% | +149.0% | -179.3% | -40.7% |
| All | +66.7% | +844.1% | -777.4% | +19.1% |
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