+58.9%
IBIT vs ALB
-21.9%
+80.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -2.4% | +9.5% | -11.8% | -4.1% |
| 30D | -9.1% | -2.1% | -7.0% | -8.8% |
| 3M | +15.0% | -24.1% | +39.1% | +20.8% |
| 6M | -6.9% | -51.0% | +44.1% | +6.3% |
| YTD | -14.8% | -29.3% | +14.6% | -11.0% |
| 1Y | -28.1% | +3.2% | -31.3% | -31.2% |
| All | +58.9% | -21.9% | +80.9% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling