+55.8%
DELL vs IBIT
-11.6%
+67.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | +1.2% |
| 7D | +17.1% | -6.2% | +23.3% | +20.2% |
| 30D | -35.1% | -14.4% | -20.7% | -30.8% |
| 3M | -23.3% | +12.5% | -35.7% | -23.9% |
| 6M | +55.8% | -11.9% | +67.7% | +95.2% |
| All | +55.8% | -11.6% | +67.5% | +95.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling