+198.7%
AVGO vs IBIT
+51.5%
+147.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.3% | +10.1% | +9.2% |
| 7D | -0.9% | -2.4% | +1.5% | -0.1% |
| 30D | -11.6% | -9.1% | -2.5% | -9.1% |
| 3M | -25.2% | +15.0% | -40.2% | -28.2% |
| 6M | -25.4% | -6.9% | -18.6% | -24.3% |
| YTD | -7.2% | -14.8% | +7.6% | -4.5% |
| 1Y | -7.9% | -28.1% | +20.2% | -1.0% |
| All | +198.7% | +51.5% | +147.2% | +191.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling