-20.7%
IBIT vs SRE
-7.5%
-13.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.9% | +5.8% | +2.9% |
| 7D | -1.8% | -2.1% | +0.3% | -1.8% |
| 30D | -6.7% | +6.1% | -12.7% | -6.9% |
| 3M | +24.6% | -3.5% | +28.1% | +24.3% |
| 6M | -0.2% | -10.8% | +10.6% | +1.5% |
| YTD | -8.7% | -4.0% | -4.7% | -10.7% |
| 1Y | -20.7% | -7.7% | -13.1% | -19.7% |
| All | -20.7% | -7.5% | -13.2% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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