+64.4%
IBIT vs CHTR
-60.4%
+124.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.2% |
| 7D | -3.2% | -4.1% | +0.9% | -2.8% |
| 30D | +22.0% | -3.0% | +24.9% | +22.0% |
| 3M | +21.4% | +4.8% | +16.6% | +19.9% |
| 6M | +9.2% | -35.0% | +44.3% | +14.0% |
| YTD | -11.8% | -30.2% | +18.3% | -9.4% |
| 1Y | -32.7% | -44.8% | +12.1% | -27.6% |
| All | +64.4% | -60.4% | +124.8% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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