-30.0%
IBIT vs CP
+31.6%
-61.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.5% |
| 7D | -9.2% | +2.1% | -11.3% | -9.3% |
| 30D | -15.8% | +9.3% | -25.1% | -16.1% |
| 3M | +8.5% | +0.5% | +8.1% | +8.6% |
| 6M | -13.7% | +10.4% | -24.1% | -14.1% |
| YTD | -21.6% | +28.7% | -50.3% | -21.4% |
| 1Y | -30.0% | +33.2% | -63.1% | -29.9% |
| All | -30.0% | +31.6% | -61.5% | -29.9% |
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