+58.9%
IBIT vs ALLY
+25.3%
+33.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.7% |
| 7D | -2.4% | -0.2% | -2.2% | -2.3% |
| 30D | -9.1% | +3.4% | -12.5% | -10.3% |
| 3M | +15.0% | -11.1% | +26.1% | +20.3% |
| 6M | -6.9% | -11.5% | +4.6% | -2.7% |
| YTD | -14.8% | -12.3% | -2.4% | -10.9% |
| 1Y | -28.1% | +1.1% | -29.2% | -29.3% |
| All | +58.9% | +25.3% | +33.6% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling