+58.9%
IBIT vs ALL
+78.9%
-19.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -2.4% | -3.9% | +1.5% | -2.6% |
| 30D | -9.1% | +10.6% | -19.7% | -8.6% |
| 3M | +15.0% | -4.6% | +19.6% | +14.9% |
| 6M | -6.9% | +20.2% | -27.1% | -6.7% |
| YTD | -14.8% | +23.7% | -38.5% | -14.8% |
| 1Y | -28.1% | +27.9% | -56.0% | -28.7% |
| All | +58.9% | +78.9% | -19.9% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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