+51.6%
IBIT vs ADSK
+8.3%
+43.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.2% | -4.4% |
| 7D | -6.2% | -3.6% | -2.6% | -5.1% |
| 30D | -14.4% | +12.6% | -27.0% | -17.9% |
| 3M | +12.5% | +4.0% | +8.5% | +10.3% |
| 6M | -11.9% | +10.5% | -22.4% | -16.1% |
| YTD | -18.7% | -12.3% | -6.4% | -14.2% |
| 1Y | -29.9% | -14.0% | -15.9% | -25.3% |
| All | +51.6% | +8.3% | +43.2% | +30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling