+51.6%
IBIT vs CF
+70.5%
-18.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.4% | -5.8% | -4.5% |
| 7D | -6.2% | +5.4% | -11.6% | -6.3% |
| 30D | -14.4% | +6.5% | -20.9% | -14.5% |
| 3M | +12.5% | +4.6% | +7.8% | +12.1% |
| 6M | -11.9% | -3.3% | -8.6% | -11.6% |
| YTD | -18.7% | +63.9% | -82.6% | -27.0% |
| 1Y | -29.9% | +50.4% | -80.4% | -36.0% |
| All | +51.6% | +70.5% | -18.9% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 10y: compounded portfolio wealth divided by compounded CF 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…
10y analysis · Full analysis span regression · 6 months rolling