+58.9%
IBIT vs COP
+31.0%
+28.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.2% |
| 7D | -2.4% | -8.4% | +6.0% | -1.5% |
| 30D | -9.1% | +0.3% | -9.4% | -9.4% |
| 3M | +15.0% | +15.1% | -0.1% | +12.0% |
| 6M | -6.9% | +19.8% | -26.6% | -10.2% |
| YTD | -14.8% | +46.8% | -61.6% | -22.7% |
| 1Y | -28.1% | +59.7% | -87.9% | -36.2% |
| All | +58.9% | +31.0% | +28.0% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 10y: compounded portfolio wealth divided by compounded COP 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…
10y analysis · Full analysis span regression · 6 months rolling