+210.3%
AVGO vs IBIT
+49.2%
+161.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.3% |
| 7D | 0.0% | -5.4% | +5.3% | +1.6% |
| 30D | -8.2% | -10.5% | +2.3% | -5.2% |
| 3M | -21.3% | +15.0% | -36.3% | -24.5% |
| 6M | -22.5% | -8.3% | -14.2% | -21.1% |
| YTD | -3.6% | -16.1% | +12.5% | -0.4% |
| 1Y | -6.7% | -30.8% | +24.1% | +1.2% |
| All | +210.3% | +49.2% | +161.2% | +203.6% |
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