-25.1%
IBIT vs CART
+60.1%
-85.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -1.1% | +3.0% | -4.1% | -1.5% |
| 30D | -9.2% | +28.6% | -37.7% | -12.5% |
| 3M | +17.5% | +29.1% | -11.6% | +13.1% |
| 6M | -7.2% | +44.7% | -51.9% | -12.3% |
| YTD | -13.6% | +29.2% | -42.8% | -22.6% |
| 1Y | -25.1% | +66.2% | -91.3% | -28.0% |
| All | -25.1% | +60.1% | -85.2% | -28.0% |
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