-7.1%
CRM vs IBIT
+56.7%
-63.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -4.4% | -3.2% | -1.2% | -3.9% |
| 30D | +28.1% | +22.0% | +6.2% | +24.2% |
| 3M | +48.8% | +21.4% | +27.4% | +44.0% |
| 6M | +28.3% | +9.2% | +19.0% | +25.9% |
| YTD | -6.0% | -11.8% | +5.8% | -4.9% |
| 1Y | +1.4% | -32.7% | +34.1% | +7.1% |
| All | -7.1% | +56.7% | -63.8% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling