-27.0%
IBIT vs ADSK
-10.6%
-16.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.7% | -5.0% |
| 7D | -5.9% | +11.3% | -17.2% | -7.2% |
| 30D | -11.3% | +16.4% | -27.6% | -13.2% |
| 3M | +17.1% | +12.1% | +5.0% | +15.0% |
| 6M | -7.0% | +7.9% | -14.9% | -7.1% |
| YTD | -13.3% | -9.1% | -4.3% | -11.3% |
| 1Y | -27.0% | -10.6% | -16.4% | -24.7% |
| All | -27.0% | -10.6% | -16.3% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 ADSK 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