+69.8%
IBIT vs CP
+19.2%
+50.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | +3.0% | -2.7% | +5.7% | +4.1% |
| 30D | +23.1% | +0.2% | +22.9% | +23.0% |
| 3M | +25.6% | +2.6% | +23.0% | +24.0% |
| 6M | +9.1% | +6.0% | +3.2% | +5.9% |
| YTD | -8.9% | +24.9% | -33.8% | -18.3% |
| 1Y | -27.5% | +20.1% | -47.6% | -33.7% |
| All | +69.8% | +19.2% | +50.7% | +58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling