+66.7%
IBIT vs ALNY
+33.5%
+33.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.7% |
| 7D | +1.4% | +5.7% | -4.2% | +1.1% |
| 30D | +20.6% | +18.7% | +2.0% | +19.5% |
| 3M | +23.7% | -11.0% | +34.7% | +23.8% |
| 6M | +15.0% | -18.9% | +33.9% | +15.7% |
| YTD | -10.6% | -34.6% | +24.0% | -9.1% |
| 1Y | -30.3% | -42.8% | +12.5% | -28.7% |
| All | +66.7% | +33.5% | +33.1% | +78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling