+159.5%
C vs IBIT
+51.2%
+108.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.2% | +1.4% |
| 7D | -0.4% | -6.8% | +6.4% | +0.8% |
| 30D | -5.3% | -9.9% | +4.5% | -3.6% |
| 3M | -8.0% | +17.5% | -25.5% | -10.8% |
| 6M | -0.3% | -9.1% | +8.8% | +1.0% |
| YTD | +8.6% | -14.9% | +23.6% | +10.1% |
| 1Y | +25.8% | -27.6% | +53.4% | +30.6% |
| All | +159.5% | +51.2% | +108.3% | +145.5% |
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