+58.9%
IBIT vs A
+40.9%
+18.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.1% | -4.4% | -2.1% |
| 7D | -2.4% | +4.8% | -7.1% | -3.5% |
| 30D | -9.1% | +5.6% | -14.7% | -10.3% |
| 3M | +15.0% | +23.6% | -8.6% | +9.1% |
| 6M | -6.9% | +56.4% | -63.2% | -17.6% |
| YTD | -14.8% | +33.4% | -48.2% | -20.7% |
| 1Y | -28.1% | +23.7% | -51.8% | -31.6% |
| All | +58.9% | +40.9% | +18.1% | +39.3% |
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