-29.7%
IBIT vs A
+23.5%
-53.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.1% | -4.4% | -1.8% |
| 7D | -2.4% | +4.8% | -7.1% | -3.1% |
| 30D | -9.1% | +5.6% | -14.7% | -9.7% |
| 3M | +15.0% | +23.6% | -8.6% | +12.3% |
| 6M | -6.9% | +56.4% | -63.2% | -11.4% |
| YTD | -14.8% | +33.4% | -48.2% | -16.0% |
| All | -29.7% | +23.5% | -53.2% | -30.8% |
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