+389.8%
DELL vs IBIT
+51.2%
+338.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.3% | +10.4% | +11.4% |
| 7D | +0.4% | -6.8% | +7.2% | +2.7% |
| 30D | -35.1% | -9.9% | -25.3% | -32.9% |
| 3M | -15.1% | +17.5% | -32.7% | -18.8% |
| 6M | +51.7% | -9.1% | +60.8% | +55.4% |
| YTD | +200.0% | -14.9% | +214.9% | +209.5% |
| 1Y | +172.1% | -27.6% | +199.7% | +193.4% |
| All | +389.8% | +51.2% | +338.6% | +315.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling