+64.4%
IBIT vs ALNY
+27.7%
+36.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -3.2% | -6.5% | +3.3% | -2.9% |
| 30D | +22.0% | +11.0% | +10.9% | +21.2% |
| 3M | +21.4% | -14.1% | +35.5% | +21.7% |
| 6M | +9.2% | -22.4% | +31.6% | +10.2% |
| YTD | -11.8% | -37.5% | +25.6% | -10.2% |
| 1Y | -32.7% | -46.9% | +14.2% | -31.0% |
| All | +64.4% | +27.7% | +36.7% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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