+586.1%
DELL vs IBIT
+61.9%
+524.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.2% |
| 7D | +14.9% | +3.0% | +11.9% | +14.0% |
| 30D | +13.3% | +23.1% | -9.8% | +6.8% |
| 3M | +24.4% | +25.6% | -1.2% | +16.6% |
| 6M | +258.0% | +9.1% | +248.9% | +246.7% |
| YTD | +320.2% | -8.9% | +329.1% | +324.3% |
| 1Y | +319.1% | -27.5% | +346.5% | +349.1% |
| All | +586.1% | +61.9% | +524.2% | +469.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling