+46.2%
IBIT vs ABT
+1.6%
+44.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.5% |
| 7D | -9.2% | -1.3% | -7.9% | -9.2% |
| 30D | -15.8% | +6.0% | -21.8% | -15.7% |
| 3M | +8.5% | -1.9% | +10.4% | +8.6% |
| 6M | -13.7% | +31.2% | -44.9% | -13.6% |
| YTD | -21.6% | -11.2% | -10.3% | -20.3% |
| 1Y | -30.0% | -14.0% | -16.0% | -28.7% |
| All | +46.2% | +1.6% | +44.7% | +48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling