+600.6%
DELL vs IBIT
+58.5%
+542.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +8.7% | +1.1% | +7.6% | +8.4% |
| 30D | +16.9% | +22.2% | -5.3% | +10.3% |
| 3M | +40.4% | +26.0% | +14.4% | +31.4% |
| 6M | +267.1% | +13.2% | +253.9% | +251.9% |
| YTD | +329.1% | -10.8% | +339.9% | +335.7% |
| 1Y | +346.9% | -29.9% | +376.9% | +383.5% |
| All | +600.6% | +58.5% | +542.1% | +484.7% |
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