+61.6%
IBIT vs ABCL
+99.1%
-37.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -9.4% | +4.3% | -3.4% |
| 7D | -5.9% | -14.9% | +9.0% | -3.3% |
| 30D | -11.3% | -15.4% | +4.1% | -8.9% |
| 3M | +17.1% | +88.0% | -70.9% | +1.3% |
| 6M | -7.0% | +138.8% | -145.9% | -25.7% |
| YTD | -13.3% | +225.4% | -238.8% | -36.7% |
| 1Y | -27.0% | +137.3% | -164.3% | -43.1% |
| All | +61.6% | +99.1% | -37.5% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 5y: compounded portfolio wealth divided by compounded ABCL 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…
5y analysis · Full analysis span regression · 6 months rolling