+58.6%
IBIT vs CP
+22.2%
+36.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.4% |
| 7D | -6.8% | -0.7% | -6.1% | -6.6% |
| 30D | -9.9% | +9.6% | -19.5% | -13.0% |
| 3M | +17.5% | +2.2% | +15.3% | +16.5% |
| 6M | -9.1% | +11.1% | -20.2% | -13.3% |
| YTD | -14.9% | +28.2% | -43.1% | -24.5% |
| 1Y | -27.6% | +32.2% | -59.8% | -36.8% |
| All | +58.6% | +22.2% | +36.4% | +46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling