-29.9%
IBIT vs ADVB
-61.6%
+31.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +42.7% | -47.1% | -4.8% |
| 7D | -6.2% | +74.2% | -80.4% | -6.8% |
| 30D | -14.4% | -35.9% | +21.5% | -14.0% |
| 3M | +12.5% | -56.4% | +68.9% | +13.1% |
| 6M | -11.9% | -36.7% | +24.8% | -14.8% |
| YTD | -18.7% | -43.3% | +24.6% | -22.5% |
| 1Y | -29.9% | -63.4% | +33.5% | -27.5% |
| All | -29.9% | -61.6% | +31.7% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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