-28.8%
IBIT vs ADM
+26.2%
-55.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.4% |
| 7D | -1.1% | -9.0% | +7.9% | -2.1% |
| 30D | -9.2% | -14.0% | +4.8% | -10.6% |
| 3M | +17.5% | -9.2% | +26.7% | +15.2% |
| 6M | -7.2% | -9.2% | +2.0% | -9.3% |
| YTD | -13.6% | +24.2% | -37.9% | -18.1% |
| All | -28.8% | +26.2% | -55.0% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 1y: compounded portfolio wealth divided by compounded ADM 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…
1y analysis · Full analysis span regression · 6 months rolling