+69.8%
IBIT vs CDNS
+10.4%
+59.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.0% | +1.6% | -1.1% |
| 7D | +3.0% | -14.0% | +17.0% | +8.2% |
| 30D | +23.1% | -13.2% | +36.3% | +28.8% |
| 3M | +25.6% | -28.9% | +54.5% | +40.2% |
| 6M | +9.1% | -4.2% | +13.3% | +9.0% |
| YTD | -8.9% | -6.4% | -2.5% | -8.7% |
| 1Y | -27.5% | -16.2% | -11.2% | -24.8% |
| All | +69.8% | +10.4% | +59.5% | +49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling