+61.0%
IBIT vs CI
+0.7%
+60.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.3% |
| 7D | -1.1% | -1.6% | +0.4% | -1.1% |
| 30D | -9.2% | +5.4% | -14.6% | -9.2% |
| 3M | +17.5% | +7.3% | +10.3% | +17.4% |
| 6M | -7.2% | +5.3% | -12.5% | -7.3% |
| YTD | -13.6% | +8.5% | -22.1% | -13.7% |
| 1Y | -25.1% | +17.1% | -42.2% | -25.5% |
| All | +61.0% | +0.7% | +60.3% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling