+20.5%
C vs IBIT
-26.6%
+47.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | -2.4% | -1.1% | -1.3% | -2.1% |
| 30D | -6.0% | -9.2% | +3.2% | -4.2% |
| 3M | -10.5% | +17.5% | -28.1% | -13.6% |
| 6M | -5.7% | -7.2% | +1.5% | -3.9% |
| YTD | +4.1% | -13.6% | +17.8% | +2.9% |
| 1Y | +20.5% | -25.1% | +45.6% | +21.7% |
| All | +20.5% | -26.6% | +47.1% | +21.7% |
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