-15.0%
IBIT vs ADVB
-97.6%
+82.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -9.5% | +4.4% | -4.9% |
| 7D | -5.9% | -28.0% | +22.2% | -5.4% |
| 30D | -11.3% | -70.2% | +59.0% | -9.9% |
| 3M | +17.1% | -76.1% | +93.2% | +19.0% |
| 6M | -7.0% | -72.3% | +65.3% | -7.7% |
| YTD | -13.3% | -67.5% | +54.1% | -15.5% |
| 1Y | -27.0% | -78.6% | +51.6% | -28.0% |
| All | -15.0% | -97.6% | +82.6% | +5.6% |
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