+61.6%
IBIT vs ALLY
+26.2%
+35.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.7% | -4.5% |
| 7D | -5.9% | -1.1% | -4.7% | -5.4% |
| 30D | -11.3% | +4.2% | -15.4% | -12.7% |
| 3M | +17.1% | -12.4% | +29.5% | +23.3% |
| 6M | -7.0% | -8.7% | +1.7% | -4.1% |
| YTD | -13.3% | -11.6% | -1.7% | -9.7% |
| 1Y | -27.0% | +0.2% | -27.1% | -27.9% |
| All | +61.6% | +26.2% | +35.3% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling