+69.8%
IBIT vs ALL
+82.9%
-13.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.5% |
| 7D | +3.0% | 0.0% | +3.0% | +3.0% |
| 30D | +23.1% | -1.5% | +24.6% | +23.1% |
| 3M | +25.6% | +23.6% | +1.9% | +25.8% |
| 6M | +9.1% | +22.3% | -13.2% | +9.4% |
| YTD | -8.9% | +26.5% | -35.4% | -8.9% |
| 1Y | -27.5% | +27.0% | -54.5% | -27.6% |
| All | +69.8% | +82.9% | -13.1% | +45.3% |
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