+51.6%
IBIT vs ABT
+0.4%
+51.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.9% | -2.6% | -4.4% |
| 7D | -6.2% | -5.6% | -0.6% | -6.2% |
| 30D | -14.4% | +5.2% | -19.5% | -14.3% |
| 3M | +12.5% | -2.7% | +15.2% | +12.6% |
| 6M | -11.9% | +28.8% | -40.7% | -11.7% |
| YTD | -18.7% | -12.3% | -6.4% | -17.4% |
| 1Y | -29.9% | -14.7% | -15.2% | -28.7% |
| All | +51.6% | +0.4% | +51.2% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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