+61.0%
IBIT vs CMCSA
-33.2%
+94.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.1% |
| 7D | -1.1% | +5.0% | -6.1% | -2.0% |
| 30D | -9.2% | +16.5% | -25.6% | -11.9% |
| 3M | +17.5% | -1.6% | +19.1% | +17.7% |
| 6M | -7.2% | -5.0% | -2.1% | -6.2% |
| YTD | -13.6% | -8.3% | -5.4% | -13.5% |
| 1Y | -25.1% | +0.4% | -25.5% | -27.8% |
| All | +61.0% | -33.2% | +94.2% | +81.4% |
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