-30.8%
IBIT vs A
+22.0%
-52.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.3% |
| 7D | -5.4% | +1.4% | -6.8% | -5.6% |
| 30D | -10.5% | +4.3% | -14.8% | -10.9% |
| 3M | +15.0% | +19.8% | -4.7% | +12.7% |
| 6M | -8.3% | +54.4% | -62.7% | -12.5% |
| YTD | -16.1% | +31.7% | -47.8% | -17.1% |
| 1Y | -30.8% | +22.4% | -53.2% | -31.7% |
| All | -30.8% | +22.0% | -52.7% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling