+66.7%
IBIT vs A
+14.6%
+52.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -1.2% |
| 7D | +1.4% | -2.1% | +3.5% | +1.9% |
| 30D | +20.6% | +0.6% | +20.0% | +20.5% |
| 3M | +23.7% | +10.9% | +12.8% | +20.4% |
| 6M | +15.0% | +28.2% | -13.2% | +6.7% |
| YTD | -10.6% | +8.6% | -19.2% | -12.4% |
| 1Y | -30.3% | +15.5% | -45.8% | -33.3% |
| All | +66.7% | +14.6% | +52.1% | +53.9% |
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