+46.2%
IBIT vs A
+36.0%
+10.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.1% | -3.7% |
| 7D | -9.2% | -0.5% | -8.7% | -9.1% |
| 30D | -15.8% | 0.0% | -15.8% | -15.7% |
| 3M | +8.5% | +16.7% | -8.2% | +4.5% |
| 6M | -13.7% | +54.8% | -68.5% | -23.5% |
| YTD | -21.6% | +28.8% | -50.4% | -26.4% |
| 1Y | -30.0% | +19.3% | -49.3% | -32.7% |
| All | +46.2% | +36.0% | +10.2% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling