+66.3%
IBIT vs CNC
-18.3%
+84.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | +1.1% | -4.9% | +6.0% | +1.0% |
| 30D | +22.2% | -3.8% | +26.0% | +22.1% |
| 3M | +26.0% | -3.2% | +29.3% | +26.0% |
| 6M | +13.2% | +47.9% | -34.7% | +14.8% |
| YTD | -10.8% | +55.7% | -66.5% | -9.4% |
| 1Y | -29.9% | +106.2% | -136.2% | -28.1% |
| All | +66.3% | -18.3% | +84.6% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 3y: compounded portfolio wealth divided by compounded CNC 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…
3y analysis · Full analysis span regression · 6 months rolling