+154.8%
C vs IBIT
+51.5%
+103.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +2.7% |
| 7D | -0.9% | -2.4% | +1.5% | -0.5% |
| 30D | -5.4% | -9.1% | +3.7% | -3.8% |
| 3M | -9.2% | +15.0% | -24.2% | -11.6% |
| 6M | -1.8% | -6.9% | +5.1% | -1.0% |
| YTD | +6.7% | -14.8% | +21.4% | +8.0% |
| 1Y | +23.5% | -28.1% | +51.6% | +28.4% |
| All | +154.8% | +51.5% | +103.4% | +141.0% |
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