+58.9%
IBIT vs CP
+22.6%
+36.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -2.0% |
| 7D | -2.4% | +2.8% | -5.2% | -3.4% |
| 30D | -9.1% | +11.3% | -20.4% | -12.8% |
| 3M | +15.0% | +2.9% | +12.1% | +13.7% |
| 6M | -6.9% | +9.8% | -16.6% | -10.7% |
| YTD | -14.8% | +28.5% | -43.3% | -24.4% |
| 1Y | -28.1% | +33.5% | -61.6% | -37.6% |
| All | +58.9% | +22.6% | +36.3% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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