+66.6%
CSCO vs IBIT
-30.4%
+97.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.8% | +0.2% |
| 7D | -0.5% | +1.4% | -2.0% | -0.7% |
| 30D | -10.1% | +20.6% | -30.7% | -12.2% |
| 3M | -11.7% | +23.7% | -35.4% | -14.2% |
| 6M | +40.1% | +15.0% | +25.1% | +37.4% |
| YTD | +43.8% | -10.6% | +54.4% | +42.6% |
| 1Y | +66.6% | -30.3% | +96.9% | +69.2% |
| All | +66.6% | -30.4% | +97.0% | +69.2% |
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