+58.9%
IBIT vs CI
+1.4%
+57.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -9.1% | +4.7% | -13.8% | -9.2% |
| 3M | +15.0% | +5.2% | +9.8% | +14.9% |
| 6M | -6.9% | +3.8% | -10.7% | -7.0% |
| YTD | -14.8% | +9.2% | -24.0% | -14.9% |
| 1Y | -28.1% | +14.3% | -42.4% | -28.4% |
| All | +58.9% | +1.4% | +57.5% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling