+118.7%
ASML vs IBIT
+51.2%
+67.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.4% | +1.5% |
| 7D | +2.5% | -6.8% | +9.4% | +4.3% |
| 30D | -12.2% | -9.9% | -2.4% | -10.0% |
| 3M | -14.6% | +17.5% | -32.1% | -17.8% |
| 6M | -1.7% | -9.1% | +7.4% | -0.1% |
| YTD | +44.3% | -14.9% | +59.2% | +47.3% |
| 1Y | +51.0% | -27.6% | +78.6% | +59.0% |
| All | +118.7% | +51.2% | +67.5% | +106.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling