+66.3%
IBIT vs CMCSA
-33.7%
+100.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.6% | +6.4% | +1.2% |
| 7D | +1.1% | -8.3% | +9.4% | +2.9% |
| 30D | +22.2% | -2.4% | +24.7% | +22.6% |
| 3M | +26.0% | +4.5% | +21.5% | +24.1% |
| 6M | +13.2% | -18.8% | +32.0% | +18.5% |
| YTD | -10.8% | -8.9% | -1.9% | -10.5% |
| 1Y | -29.9% | -18.3% | -11.6% | -26.7% |
| All | +66.3% | -33.7% | +100.0% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 CMCSA 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