-25.1%
IBIT vs CP
+32.2%
-57.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.3% | -0.2% |
| 7D | -1.1% | +2.8% | -3.9% | -1.2% |
| 30D | -9.2% | +10.2% | -19.4% | -9.8% |
| 3M | +17.5% | +2.4% | +15.2% | +17.6% |
| 6M | -7.2% | +7.7% | -14.8% | -7.7% |
| YTD | -13.6% | +26.0% | -39.6% | -14.6% |
| 1Y | -25.1% | +34.6% | -59.8% | -29.1% |
| All | -25.1% | +32.2% | -57.3% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling