+61.4%
AMAT vs IBIT
-23.0%
+84.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.9% | -6.2% | -4.4% |
| 7D | -11.2% | -1.8% | -9.4% | -10.6% |
| 30D | -31.9% | -6.7% | -25.2% | -30.0% |
| 3M | -32.3% | +24.6% | -56.9% | -37.9% |
| 6M | -5.4% | -0.2% | -5.2% | -5.9% |
| YTD | +44.3% | -8.7% | +53.0% | +42.1% |
| 1Y | +61.4% | -20.7% | +82.1% | +66.4% |
| All | +61.4% | -23.0% | +84.4% | +66.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling