+20.3%
COST vs IBIT
-33.0%
+53.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +1.2% |
| 7D | +5.0% | -9.2% | +14.2% | +4.7% |
| 30D | +12.8% | -15.8% | +28.6% | +12.3% |
| 3M | +15.2% | +8.5% | +6.7% | +15.2% |
| 6M | +7.4% | -13.7% | +21.1% | +7.4% |
| YTD | +29.0% | -21.6% | +50.6% | +29.8% |
| 1Y | +20.3% | -30.0% | +50.2% | +21.4% |
| All | +20.3% | -33.0% | +53.3% | +21.4% |
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