+8.9%
CAT vs IBIT
-23.0%
+31.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.9% | -8.1% | -5.9% |
| 7D | -17.1% | -1.8% | -15.4% | -16.8% |
| 30D | -30.1% | -6.7% | -23.5% | -28.9% |
| 3M | -32.4% | +24.6% | -56.9% | -35.9% |
| 6M | -32.1% | -0.2% | -32.0% | -31.5% |
| YTD | +4.1% | -8.7% | +12.8% | +4.2% |
| 1Y | +8.9% | -20.7% | +29.6% | +12.9% |
| All | +8.9% | -23.0% | +31.9% | +12.9% |
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