+563.2%
DELL vs IBIT
+56.3%
+506.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.4% | -4.0% | -5.0% |
| 7D | -1.9% | -5.8% | +3.9% | -0.3% |
| 30D | +14.9% | +21.5% | -6.6% | +8.6% |
| 3M | +37.2% | +24.5% | +12.7% | +28.8% |
| 6M | +254.0% | +10.0% | +244.0% | +242.2% |
| YTD | +306.1% | -12.0% | +318.2% | +314.1% |
| 1Y | +312.3% | -32.3% | +344.6% | +350.3% |
| All | +563.2% | +56.3% | +506.8% | +455.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling