-29.9%
IBIT vs CART
+47.6%
-77.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.4% |
| 7D | -6.2% | +1.2% | -7.4% | -6.4% |
| 30D | -14.4% | +17.8% | -32.1% | -16.5% |
| 3M | +12.5% | +20.7% | -8.2% | +9.2% |
| 6M | -11.9% | +49.7% | -61.6% | -17.3% |
| YTD | -18.7% | +30.0% | -48.7% | -28.1% |
| 1Y | -29.9% | +48.4% | -78.3% | -36.5% |
| All | -29.9% | +47.6% | -77.5% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 1y: compounded portfolio wealth divided by compounded CART 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…
1y analysis · Full analysis span regression · 6 months rolling