+61.0%
IBIT vs ACN
-19.6%
+80.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.4% | -0.1% |
| 7D | -1.1% | +0.9% | -2.0% | -1.3% |
| 30D | -9.2% | +33.5% | -42.7% | -13.9% |
| 3M | +17.5% | +53.5% | -36.0% | +8.1% |
| 6M | -7.2% | +52.2% | -59.4% | -14.8% |
| YTD | -13.6% | -0.1% | -13.5% | -9.8% |
| 1Y | -25.1% | +11.0% | -36.2% | -24.7% |
| All | +61.0% | -19.6% | +80.6% | +83.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling