-26.9%
IBIT vs AMRZ
-17.5%
-9.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.1% |
| 7D | -1.1% | +1.2% | -2.3% | -1.2% |
| 30D | -9.2% | +15.1% | -24.2% | -10.7% |
| 3M | +17.5% | -18.1% | +35.6% | +19.8% |
| 6M | -7.2% | -23.5% | +16.3% | -4.9% |
| YTD | -13.6% | -21.6% | +8.0% | -12.2% |
| 1Y | -25.1% | -14.7% | -10.4% | -24.7% |
| All | -26.9% | -17.5% | -9.5% | -26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling