+46.2%
IBIT vs CRL
+57.9%
-11.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.3% |
| 7D | -9.2% | +0.1% | -9.3% | -9.2% |
| 30D | -15.8% | +11.9% | -27.7% | -18.2% |
| 3M | +8.5% | +20.2% | -11.6% | +3.6% |
| 6M | -13.7% | +107.5% | -121.2% | -28.3% |
| YTD | -21.6% | +69.4% | -91.0% | -31.8% |
| 1Y | -30.0% | +99.7% | -129.7% | -41.5% |
| All | +46.2% | +57.9% | -11.7% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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