-27.6%
IBIT vs ALL
+30.4%
-58.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.5% |
| 7D | -6.8% | -2.6% | -4.3% | -7.9% |
| 30D | -9.9% | +12.7% | -22.6% | -4.3% |
| 3M | +17.5% | +0.4% | +17.1% | +17.8% |
| 6M | -9.1% | +23.8% | -32.9% | +5.5% |
| YTD | -14.9% | +27.8% | -42.7% | +3.3% |
| 1Y | -27.6% | +28.9% | -56.5% | -12.0% |
| All | -27.6% | +30.4% | -58.1% | -12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling