+100.7%
ADI vs IBIT
+53.5%
+47.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | -12.8% | -1.1% | -11.7% | -12.6% |
| 30D | -11.3% | -9.2% | -2.2% | -9.7% |
| 3M | -3.4% | +17.5% | -20.9% | -6.0% |
| 6M | -12.0% | -7.2% | -4.9% | -11.2% |
| YTD | +35.3% | -13.6% | +48.9% | +37.3% |
| 1Y | +58.1% | -25.1% | +83.2% | +64.3% |
| All | +100.7% | +53.5% | +47.2% | +93.7% |
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