+99.9%
ADI vs IBIT
+61.9%
+38.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.0% |
| 7D | +0.4% | +3.0% | -2.6% | -0.1% |
| 30D | -3.8% | +23.1% | -26.9% | -7.3% |
| 3M | -15.3% | +25.6% | -40.8% | -18.6% |
| 6M | +6.7% | +9.1% | -2.5% | +4.6% |
| YTD | +34.8% | -8.9% | +43.7% | +35.4% |
| 1Y | +49.0% | -27.5% | +76.5% | +55.6% |
| All | +99.9% | +61.9% | +38.1% | +91.0% |
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