-24.5%
IBIT vs AMRZ
-19.2%
-5.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | 0.0% |
| 7D | +1.1% | -4.7% | +5.8% | +1.7% |
| 30D | +22.2% | -11.3% | +33.5% | +23.8% |
| 3M | +26.0% | -22.1% | +48.1% | +28.9% |
| 6M | +13.2% | -29.6% | +42.8% | +16.7% |
| YTD | -10.8% | -23.3% | +12.5% | -9.0% |
| 1Y | -29.9% | -23.7% | -6.2% | -29.1% |
| All | -24.5% | -19.2% | -5.3% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMRZ 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling