+61.0%
IBIT vs ALB
-21.8%
+82.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -1.1% | +9.1% | -10.2% | -2.8% |
| 30D | -9.2% | -3.4% | -5.8% | -8.7% |
| 3M | +17.5% | -20.6% | +38.1% | +22.3% |
| 6M | -7.2% | -48.2% | +41.0% | +4.8% |
| YTD | -13.6% | -29.2% | +15.6% | -9.9% |
| 1Y | -25.1% | +10.0% | -35.1% | -29.3% |
| All | +61.0% | -21.8% | +82.9% | +54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling