+69.8%
IBIT vs CDE
+687.6%
-617.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -2.1% |
| 7D | +3.0% | +0.5% | +2.5% | +2.9% |
| 30D | +23.1% | +21.9% | +1.2% | +18.6% |
| 3M | +25.6% | +14.9% | +10.6% | +21.7% |
| 6M | +9.1% | -10.5% | +19.7% | +9.2% |
| YTD | -8.9% | +19.3% | -28.2% | -13.4% |
| 1Y | -27.5% | +50.8% | -78.3% | -34.3% |
| All | +69.8% | +687.6% | -617.7% | +19.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling