+66.7%
IBIT vs CHTR
-60.4%
+127.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.3% | -1.4% |
| 7D | +1.4% | -0.3% | +1.7% | +1.3% |
| 30D | +20.6% | -4.5% | +25.1% | +20.9% |
| 3M | +23.7% | +10.2% | +13.4% | +21.3% |
| 6M | +15.0% | -37.2% | +52.2% | +20.8% |
| YTD | -10.6% | -30.2% | +19.6% | -8.1% |
| 1Y | -30.3% | -44.8% | +14.5% | -25.0% |
| All | +66.7% | -60.4% | +127.1% | +86.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling