+7.4%
AVGO vs IBIT
-30.4%
+37.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.9% | +4.8% | +3.5% |
| 7D | -0.3% | +1.4% | -1.7% | -0.9% |
| 30D | -13.8% | +20.6% | -34.5% | -19.3% |
| 3M | -6.9% | +23.7% | -30.6% | -13.8% |
| 6M | +11.9% | +15.0% | -3.1% | +6.5% |
| YTD | +6.9% | -10.6% | +17.5% | +9.2% |
| 1Y | +7.4% | -30.3% | +37.7% | +18.6% |
| All | +7.4% | -30.4% | +37.8% | +18.6% |
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