+69.8%
IBIT vs CB
+55.1%
+14.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -2.6% |
| 7D | +3.0% | +0.5% | +2.5% | +3.1% |
| 30D | +23.1% | -3.1% | +26.2% | +22.8% |
| 3M | +25.6% | +9.0% | +16.6% | +26.2% |
| 6M | +9.1% | +2.9% | +6.3% | +9.5% |
| YTD | -8.9% | +10.1% | -19.0% | -8.6% |
| 1Y | -27.5% | +22.8% | -50.2% | -27.8% |
| All | +69.8% | +55.1% | +14.7% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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