-30.3%
IBIT vs CLS
+33.9%
-64.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.6% | -7.5% | -2.6% |
| 7D | +1.4% | +12.8% | -11.3% | -0.3% |
| 30D | +20.6% | +3.8% | +16.8% | +19.6% |
| 3M | +23.7% | -14.6% | +38.3% | +25.1% |
| 6M | +15.0% | +32.2% | -17.2% | +7.2% |
| YTD | -10.6% | +11.6% | -22.2% | -14.6% |
| 1Y | -30.3% | +35.1% | -65.4% | -32.3% |
| All | -30.3% | +33.9% | -64.2% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CLS 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling