+46.2%
IBIT vs CRS
+347.8%
-301.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.9% | -2.9% |
| 7D | -9.2% | +4.8% | -14.0% | -10.3% |
| 30D | -15.8% | -23.2% | +7.4% | -10.7% |
| 3M | +8.5% | -45.5% | +54.0% | +25.4% |
| 6M | -13.7% | -33.1% | +19.4% | -6.7% |
| YTD | -21.6% | -7.2% | -14.4% | -23.5% |
| 1Y | -30.0% | -10.0% | -19.9% | -31.2% |
| All | +46.2% | +347.8% | -301.5% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 3y: compounded portfolio wealth divided by compounded CRS 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…
3y analysis · Full analysis span regression · 6 months rolling