+58.6%
IBIT vs CRS
+368.2%
-309.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +0.7% |
| 7D | -6.8% | +4.4% | -11.2% | -7.9% |
| 30D | -9.9% | -19.1% | +9.3% | -5.7% |
| 3M | +17.5% | -43.2% | +60.8% | +34.3% |
| 6M | -9.1% | -28.9% | +19.8% | -3.3% |
| YTD | -14.9% | -3.0% | -11.9% | -17.9% |
| 1Y | -27.6% | -5.3% | -22.3% | -29.8% |
| All | +58.6% | +368.2% | -309.6% | -7.4% |
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