+166.6%
DELL vs IBIT
-32.1%
+198.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | +0.9% |
| 7D | +17.1% | -6.2% | +23.3% | +19.7% |
| 30D | -35.1% | -14.4% | -20.7% | -31.4% |
| 3M | -23.3% | +12.5% | -35.7% | -25.4% |
| 6M | +55.8% | -11.9% | +67.7% | +62.3% |
| YTD | +198.0% | -18.7% | +216.7% | +212.7% |
| 1Y | +166.6% | -29.9% | +196.5% | +200.0% |
| All | +166.6% | -32.1% | +198.7% | +200.0% |
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