+51.6%
IBIT vs ACN
-22.8%
+74.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.2% |
| 7D | -6.2% | -5.7% | -0.5% | -5.3% |
| 30D | -14.4% | +17.0% | -31.4% | -16.9% |
| 3M | +12.5% | +39.9% | -27.4% | +5.1% |
| 6M | -11.9% | +50.2% | -62.1% | -19.2% |
| YTD | -18.7% | -4.2% | -14.6% | -14.6% |
| 1Y | -29.9% | +4.3% | -34.2% | -28.5% |
| All | +51.6% | -22.8% | +74.4% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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