+174.5%
AVGO vs IBIT
+53.5%
+121.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | -9.9% | -1.1% | -8.8% | -9.5% |
| 30D | -22.0% | -9.2% | -12.8% | -19.7% |
| 3M | -30.0% | +17.5% | -47.6% | -33.3% |
| 6M | -30.7% | -7.2% | -23.6% | -29.6% |
| YTD | -14.7% | -13.6% | -1.0% | -12.5% |
| 1Y | -16.8% | -25.1% | +8.3% | -11.5% |
| All | +174.5% | +53.5% | +121.1% | +166.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling