-27.5%
IBIT vs COF
+0.3%
-27.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | +3.0% | +1.8% | +1.2% | +2.3% |
| 30D | +23.1% | -0.6% | +23.7% | +23.1% |
| 3M | +25.6% | +20.3% | +5.3% | +15.1% |
| 6M | +9.1% | +13.0% | -3.9% | +2.4% |
| YTD | -8.9% | -8.3% | -0.6% | -8.8% |
| 1Y | -27.5% | -1.5% | -26.0% | -28.1% |
| All | -27.5% | +0.3% | -27.8% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COF.
Daily Out/Under-Performance
Portfolio return minus COF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COF 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 1y: compounded portfolio wealth divided by compounded COF 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…
1y analysis · Full analysis span regression · 6 months rolling