+46.2%
IBIT vs CDE
+418.4%
-372.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -3.1% |
| 7D | -9.2% | -9.6% | +0.4% | -7.6% |
| 30D | -15.8% | -6.7% | -9.1% | -14.9% |
| 3M | +8.5% | -24.2% | +32.8% | +13.1% |
| 6M | -13.7% | -29.1% | +15.4% | -9.8% |
| YTD | -21.6% | -21.5% | -0.1% | -20.3% |
| 1Y | -30.0% | -7.4% | -22.6% | -30.6% |
| All | +46.2% | +418.4% | -372.1% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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