+56.5%
IBIT vs CASY
+149.6%
-93.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.6% |
| 7D | -5.4% | +5.0% | -10.4% | -6.0% |
| 30D | -10.5% | +8.2% | -18.6% | -11.4% |
| 3M | +15.0% | -18.2% | +33.2% | +18.2% |
| 6M | -8.3% | -18.6% | +10.3% | -5.8% |
| YTD | -16.1% | +26.8% | -42.8% | -22.3% |
| 1Y | -30.8% | +31.6% | -62.4% | -36.7% |
| All | +56.5% | +149.6% | -93.1% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling