+351.6%
DELL vs IBIT
+39.4%
+312.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.5% | -3.7% | -6.1% |
| 7D | +4.9% | -9.2% | +14.1% | +7.9% |
| 30D | -32.1% | -15.8% | -16.3% | -28.3% |
| 3M | -30.2% | +8.5% | -38.8% | -31.6% |
| 6M | +41.7% | -13.7% | +55.4% | +47.5% |
| YTD | +176.6% | -21.6% | +198.2% | +192.3% |
| 1Y | +159.9% | -30.0% | +189.9% | +183.2% |
| All | +351.6% | +39.4% | +312.2% | +292.3% |
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