-56.9%
ADBE vs IBIT
+58.9%
-115.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -3.2% |
| 7D | -10.1% | +1.4% | -11.5% | -10.2% |
| 30D | -3.0% | +20.6% | -23.6% | -5.1% |
| 3M | +5.0% | +23.7% | -18.7% | +2.3% |
| 6M | -9.3% | +15.0% | -24.3% | -11.1% |
| YTD | -26.5% | -10.6% | -15.9% | -26.0% |
| 1Y | -28.3% | -30.3% | +2.0% | -25.4% |
| All | -56.9% | +58.9% | -115.8% | -60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling