+56.5%
IBIT vs COO
-33.8%
+90.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -5.4% | +4.5% | -9.9% | -6.2% |
| 30D | -10.5% | +16.9% | -27.4% | -13.3% |
| 3M | +15.0% | -16.7% | +31.7% | +18.9% |
| 6M | -8.3% | +5.9% | -14.2% | -10.8% |
| YTD | -16.1% | -22.4% | +6.4% | -11.2% |
| 1Y | -30.8% | -10.1% | -20.6% | -29.7% |
| All | +56.5% | -33.8% | +90.4% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 all: compounded portfolio wealth divided by compounded COO 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…
all analysis · Full analysis span regression · 6 months rolling