+108.2%
CAT vs IBIT
+49.2%
+59.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.1% |
| 7D | -6.3% | -5.4% | -0.9% | -5.3% |
| 30D | -26.8% | -10.5% | -16.3% | -25.2% |
| 3M | -30.0% | +15.0% | -45.1% | -31.9% |
| 6M | -34.6% | -8.3% | -26.3% | -33.7% |
| YTD | +2.9% | -16.1% | +19.0% | +5.0% |
| 1Y | +3.3% | -30.8% | +34.0% | +8.6% |
| All | +108.2% | +49.2% | +59.0% | +95.2% |
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