+56.5%
IBIT vs ALB
-25.2%
+81.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.7% | -0.7% |
| 7D | -5.4% | +5.3% | -10.6% | -6.4% |
| 30D | -10.5% | -6.3% | -4.2% | -9.4% |
| 3M | +15.0% | -27.4% | +42.4% | +21.9% |
| 6M | -8.3% | -53.1% | +44.8% | +5.6% |
| YTD | -16.1% | -32.3% | +16.3% | -11.6% |
| 1Y | -30.8% | -7.3% | -23.5% | -32.2% |
| All | +56.5% | -25.2% | +81.8% | +51.4% |
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