-7.2%
IBIT vs ALL
+17.5%
-24.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.1% | -1.7% |
| 7D | -1.1% | -1.9% | +0.8% | -1.6% |
| 30D | -9.2% | +13.8% | -23.0% | -4.8% |
| 3M | +17.5% | -7.0% | +24.5% | +14.6% |
| 6M | -7.2% | +18.0% | -25.2% | +2.6% |
| All | -7.2% | +17.5% | -24.6% | +2.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling