-60.4%
ADBE vs IBIT
+49.2%
-109.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | -0.1% |
| 7D | -3.8% | -5.4% | +1.5% | -3.2% |
| 30D | -2.3% | -10.5% | +8.2% | -1.1% |
| 3M | -13.3% | +15.0% | -28.3% | -14.8% |
| 6M | -6.5% | -8.3% | +1.8% | -5.8% |
| YTD | -32.4% | -16.1% | -16.3% | -31.5% |
| 1Y | -28.0% | -30.8% | +2.7% | -25.2% |
| All | -60.4% | +49.2% | -109.6% | -63.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling