+93.3%
IBIT vs CORZ
+213.0%
-119.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -0.5% |
| 7D | -5.8% | -3.0% | -2.8% | -5.2% |
| 30D | +21.5% | -12.1% | +33.6% | +24.6% |
| 3M | +24.5% | -32.4% | +56.9% | +33.5% |
| 6M | +10.0% | +12.4% | -2.4% | +2.9% |
| YTD | -12.0% | +19.3% | -31.3% | -18.9% |
| 1Y | -32.3% | +8.6% | -40.9% | -36.8% |
| All | +93.3% | +213.0% | -119.7% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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