+61.0%
IBIT vs ALL
+79.6%
-18.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.1% | -0.6% |
| 7D | -1.1% | -1.9% | +0.8% | -1.2% |
| 30D | -9.2% | +13.8% | -23.0% | -8.6% |
| 3M | +17.5% | -7.0% | +24.5% | +17.4% |
| 6M | -7.2% | +18.0% | -25.2% | -6.9% |
| YTD | -13.6% | +24.2% | -37.8% | -13.7% |
| 1Y | -25.1% | +31.2% | -56.3% | -26.0% |
| All | +61.0% | +79.6% | -18.6% | +37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling