+64.0%
IBIT vs ALNY
+27.1%
+36.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | -1.2% |
| 7D | -5.8% | -6.4% | +0.7% | -5.5% |
| 30D | +21.5% | +11.9% | +9.6% | +20.8% |
| 3M | +24.5% | -15.0% | +39.5% | +24.9% |
| 6M | +10.0% | -23.2% | +33.2% | +11.0% |
| YTD | -12.0% | -37.8% | +25.7% | -10.3% |
| 1Y | -32.3% | -47.3% | +15.0% | -30.6% |
| All | +64.0% | +27.1% | +36.9% | +75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling