-28.0%
IBIT vs CHYM
-24.0%
-4.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.1% | -0.3% |
| 7D | -5.8% | -2.9% | -2.8% | -5.3% |
| 30D | +21.5% | +3.0% | +18.6% | +20.6% |
| 3M | +24.5% | +98.7% | -74.2% | +5.6% |
| 6M | +10.0% | +46.4% | -36.4% | -0.6% |
| YTD | -12.0% | +29.8% | -41.8% | -18.9% |
| 1Y | -32.3% | +40.5% | -72.8% | -40.1% |
| All | -28.0% | -24.0% | -4.0% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 3y: compounded portfolio wealth divided by compounded CHYM 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…
3y analysis · Full analysis span regression · 6 months rolling