+243.9%
AVGO vs IBIT
+58.9%
+185.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.9% | +4.8% | +3.5% |
| 7D | -0.3% | +1.4% | -1.7% | -0.8% |
| 30D | -13.8% | +20.6% | -34.5% | -18.5% |
| 3M | -6.9% | +23.7% | -30.6% | -12.7% |
| 6M | +11.9% | +15.0% | -3.1% | +7.1% |
| YTD | +6.9% | -10.6% | +17.5% | +8.4% |
| 1Y | +7.4% | -30.3% | +37.7% | +15.8% |
| All | +243.9% | +58.9% | +185.0% | +230.3% |
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 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