-5.6%
COST vs IBIT
-32.3%
+26.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -1.2% | -3.2% | +2.0% | -1.3% |
| 30D | -4.7% | +22.0% | -26.7% | -4.1% |
| 3M | -7.1% | +21.4% | -28.5% | -6.6% |
| 6M | -8.5% | +9.2% | -17.8% | -8.2% |
| YTD | +5.4% | -11.8% | +17.2% | +5.5% |
| 1Y | -5.6% | -32.7% | +27.1% | -6.7% |
| All | -5.6% | -32.3% | +26.6% | -6.7% |
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