-29.9%
IBIT vs CHD
+2.2%
-32.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.5% |
| 7D | +1.1% | -4.2% | +5.3% | +0.4% |
| 30D | +22.2% | -7.6% | +29.8% | +20.5% |
| 3M | +26.0% | -1.6% | +27.6% | +26.0% |
| 6M | +13.2% | -6.3% | +19.5% | +12.8% |
| YTD | -10.8% | +14.6% | -25.4% | -12.2% |
| 1Y | -29.9% | +1.6% | -31.5% | -29.4% |
| All | -29.9% | +2.2% | -32.1% | -29.4% |
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