+66.7%
IBIT vs CMCSA
-29.0%
+95.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +20.6% | +3.8% | +16.8% | +19.5% |
| 3M | +23.7% | +12.3% | +11.4% | +19.9% |
| 6M | +15.0% | -15.4% | +30.4% | +19.8% |
| YTD | -10.6% | -2.5% | -8.1% | -11.6% |
| 1Y | -30.3% | -13.4% | -16.9% | -27.8% |
| All | +66.7% | -29.0% | +95.7% | +85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling