+17.8%
AVGO vs IBIT
-28.1%
+45.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +1.0% |
| 7D | -3.0% | +3.0% | -6.0% | -4.0% |
| 30D | -14.4% | +23.1% | -37.5% | -20.5% |
| 3M | -14.4% | +25.6% | -40.0% | -21.2% |
| 6M | +13.1% | +9.1% | +4.0% | +9.2% |
| YTD | +3.8% | -8.9% | +12.7% | +5.9% |
| 1Y | +17.8% | -27.5% | +45.2% | +30.3% |
| All | +17.8% | -28.1% | +45.9% | +30.3% |
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