+64.0%
IBIT vs SRE
+19.0%
+45.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | -5.8% | -0.7% | -5.1% | -5.6% |
| 30D | +21.5% | -1.7% | +23.3% | +21.9% |
| 3M | +24.5% | -7.1% | +31.6% | +27.2% |
| 6M | +10.0% | -8.4% | +18.4% | +12.5% |
| YTD | -12.0% | -3.5% | -8.5% | -12.0% |
| 1Y | -32.3% | +5.4% | -37.7% | -34.7% |
| All | +64.0% | +19.0% | +45.0% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling