-30.8%
IBIT vs ALL
+32.6%
-63.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.4% | -0.2% |
| 7D | -5.4% | -0.1% | -5.2% | -5.4% |
| 30D | -10.5% | +13.8% | -24.3% | -4.4% |
| 3M | +15.0% | -2.8% | +17.8% | +13.3% |
| 6M | -8.3% | +23.7% | -32.0% | +6.6% |
| YTD | -16.1% | +27.3% | -43.3% | +1.9% |
| 1Y | -30.8% | +30.5% | -61.3% | -15.2% |
| All | -30.8% | +32.6% | -63.4% | -15.2% |
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