-30.0%
IBIT vs CASY
+32.9%
-62.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.5% |
| 7D | -9.2% | +3.6% | -12.7% | -9.1% |
| 30D | -15.8% | +9.1% | -24.8% | -15.6% |
| 3M | +8.5% | -16.5% | +25.0% | +8.5% |
| 6M | -13.7% | -19.7% | +6.0% | -12.7% |
| YTD | -21.6% | +29.3% | -50.8% | -18.7% |
| 1Y | -30.0% | +33.1% | -63.1% | -26.2% |
| All | -30.0% | +32.9% | -62.8% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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