-8.5%
CRM vs IBIT
+58.5%
-67.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | -5.0% | +1.1% | -6.1% | -5.1% |
| 30D | +23.6% | +22.2% | +1.4% | +19.7% |
| 3M | +39.6% | +26.0% | +13.6% | +34.3% |
| 6M | +23.4% | +13.2% | +10.3% | +20.5% |
| YTD | -7.4% | -10.8% | +3.4% | -6.5% |
| 1Y | -2.3% | -29.9% | +27.6% | +2.4% |
| All | -8.5% | +58.5% | -67.0% | -17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling