-29.9%
IBIT vs CHD
+32.9%
-62.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.5% |
| 7D | -6.2% | +0.4% | -6.6% | -6.1% |
| 30D | -14.4% | +11.6% | -25.9% | -11.5% |
| 3M | +12.5% | +10.7% | +1.8% | +15.7% |
| 6M | -11.9% | +20.2% | -32.1% | -6.4% |
| YTD | -18.7% | +34.5% | -53.2% | -13.4% |
| 1Y | -29.9% | +32.6% | -62.5% | -25.6% |
| All | -29.9% | +32.9% | -62.9% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling