+51.6%
IBIT vs ALLY
+23.5%
+28.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.7% | -4.2% |
| 7D | -6.2% | -2.1% | -4.1% | -5.4% |
| 30D | -14.4% | +2.0% | -16.4% | -15.0% |
| 3M | +12.5% | -13.3% | +25.8% | +18.9% |
| 6M | -11.9% | -9.9% | -2.0% | -8.6% |
| YTD | -18.7% | -13.5% | -5.2% | -14.5% |
| 1Y | -29.9% | -2.8% | -27.1% | -29.9% |
| All | +51.6% | +23.5% | +28.0% | +32.9% |
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