-57.3%
ADBE vs IBIT
+58.5%
-115.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -8.9% | +1.1% | -10.1% | -9.0% |
| 30D | -6.6% | +22.2% | -28.9% | -8.8% |
| 3M | +7.1% | +26.0% | -18.9% | +4.1% |
| 6M | -9.8% | +13.2% | -23.0% | -11.3% |
| YTD | -27.2% | -10.8% | -16.4% | -26.7% |
| 1Y | -28.0% | -29.9% | +1.9% | -25.2% |
| All | -57.3% | +58.5% | -115.9% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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