+146.1%
ASML vs IBIT
+58.5%
+87.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | +2.8% | +1.1% | +1.7% | +2.4% |
| 30D | -0.2% | +22.2% | -22.5% | -4.9% |
| 3M | -2.6% | +26.0% | -28.6% | -7.7% |
| 6M | +27.9% | +13.2% | +14.7% | +23.7% |
| YTD | +62.4% | -10.8% | +73.2% | +63.9% |
| 1Y | +116.2% | -29.9% | +146.2% | +128.4% |
| All | +146.1% | +58.5% | +87.6% | +129.2% |
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