-23.1%
IBIT vs ADVB
-96.8%
+73.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -23.6% | +20.0% | -3.2% |
| 7D | -9.2% | +27.8% | -37.0% | -9.6% |
| 30D | -15.8% | -50.8% | +35.0% | -15.2% |
| 3M | +8.5% | -70.5% | +79.0% | +9.9% |
| 6M | -13.7% | -46.7% | +33.0% | -15.7% |
| YTD | -21.6% | -56.7% | +35.1% | -23.9% |
| 1Y | -30.0% | -71.8% | +41.8% | -31.3% |
| All | -23.1% | -96.8% | +73.7% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling