+66.7%
IBIT vs CRS
+603.8%
-537.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.7% | -0.9% |
| 7D | +1.4% | -3.1% | +4.5% | +2.2% |
| 30D | +20.6% | -19.6% | +40.2% | +27.5% |
| 3M | +23.7% | -8.1% | +31.8% | +25.1% |
| 6M | +15.0% | +18.6% | -3.6% | +7.4% |
| YTD | -10.6% | +45.9% | -56.5% | -21.5% |
| 1Y | -30.3% | +82.5% | -112.8% | -43.4% |
| All | +66.7% | +603.8% | -537.1% | -11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling