+598.8%
DELL vs IBIT
+58.9%
+540.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.7% | +2.4% |
| 7D | +25.6% | +1.4% | +24.2% | +25.1% |
| 30D | +17.7% | +20.6% | -3.0% | +11.5% |
| 3M | +33.4% | +23.7% | +9.8% | +25.5% |
| 6M | +266.2% | +15.0% | +251.2% | +249.5% |
| YTD | +328.0% | -10.6% | +338.6% | +334.3% |
| 1Y | +339.6% | -30.3% | +369.9% | +376.3% |
| All | +598.8% | +58.9% | +540.0% | +482.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling