+69.8%
IBIT vs CLS
+958.1%
-888.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | +3.0% | +4.6% | -1.5% | +2.2% |
| 30D | +23.1% | -13.9% | +37.0% | +25.7% |
| 3M | +25.6% | -26.6% | +52.1% | +30.8% |
| 6M | +9.1% | +15.4% | -6.3% | +3.1% |
| YTD | -8.9% | +5.7% | -14.6% | -13.1% |
| 1Y | -27.5% | +41.1% | -68.6% | -35.5% |
| All | +69.8% | +958.1% | -888.3% | -10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling