-26.9%
IBIT vs CHYM
-24.9%
-2.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.4% | -1.0% |
| 7D | +1.4% | +2.1% | -0.6% | +1.0% |
| 30D | +20.6% | +11.0% | +9.6% | +17.9% |
| 3M | +23.7% | +83.9% | -60.2% | +6.9% |
| 6M | +15.0% | +45.3% | -30.3% | +4.1% |
| YTD | -10.6% | +28.4% | -39.0% | -17.3% |
| 1Y | -30.3% | +32.2% | -62.5% | -37.8% |
| All | -26.9% | -24.9% | -2.0% | -31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling