+63.9%
CSCO vs IBIT
-28.1%
+92.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | +0.8% |
| 7D | -0.7% | +3.0% | -3.7% | -1.0% |
| 30D | -10.1% | +23.1% | -33.2% | -12.4% |
| 3M | -15.7% | +25.6% | -41.3% | -18.1% |
| 6M | +36.3% | +9.1% | +27.1% | +34.4% |
| YTD | +43.8% | -8.9% | +52.7% | +42.2% |
| 1Y | +63.9% | -27.5% | +91.4% | +65.9% |
| All | +63.9% | -28.1% | +92.1% | +65.9% |
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