+78.6%
IBIT vs CORZ
+159.1%
-80.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.1% | -4.2% |
| 7D | -6.2% | +26.4% | -32.6% | -11.3% |
| 30D | -14.4% | -6.8% | -7.6% | -14.0% |
| 3M | +12.5% | -31.1% | +43.6% | +20.5% |
| 6M | -11.9% | -36.9% | +25.0% | -5.7% |
| YTD | -18.7% | -1.2% | -17.5% | -22.7% |
| 1Y | -29.9% | -12.5% | -17.4% | -31.7% |
| All | +78.6% | +159.1% | -80.5% | +4.2% |
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