+64.4%
IBIT vs AZO
+13.4%
+50.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -3.2% | -3.6% | +0.3% | -3.0% |
| 30D | +22.0% | -5.6% | +27.5% | +22.3% |
| 3M | +21.4% | -6.6% | +28.1% | +21.6% |
| 6M | +9.2% | -22.5% | +31.7% | +11.9% |
| YTD | -11.8% | -15.2% | +3.3% | -10.3% |
| 1Y | -32.7% | -33.9% | +1.2% | -28.8% |
| All | +64.4% | +13.4% | +50.9% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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