+338.3%
DELL vs IBIT
+49.2%
+289.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.0% |
| 7D | -18.1% | -5.4% | -12.7% | -16.7% |
| 30D | -42.9% | -10.5% | -32.4% | -40.8% |
| 3M | -26.9% | +15.0% | -41.9% | -29.6% |
| 6M | +28.8% | -8.3% | +37.1% | +31.5% |
| YTD | +168.4% | -16.1% | +184.5% | +177.9% |
| 1Y | +136.8% | -30.8% | +167.6% | +158.4% |
| All | +338.3% | +49.2% | +289.1% | +273.0% |
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 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