+58.9%
IBIT vs CDNS
+26.9%
+32.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.2% | -6.5% | -3.0% |
| 7D | -2.4% | +2.1% | -4.5% | -3.1% |
| 30D | -9.1% | -4.6% | -4.5% | -7.8% |
| 3M | +15.0% | -0.8% | +15.8% | +14.7% |
| 6M | -6.9% | -7.2% | +0.3% | -5.6% |
| YTD | -14.8% | +7.7% | -22.4% | -18.8% |
| 1Y | -28.1% | +3.5% | -31.7% | -30.6% |
| All | +58.9% | +26.9% | +32.0% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 5y: compounded portfolio wealth divided by compounded CDNS 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…
5y analysis · Full analysis span regression · 6 months rolling