-20.7%
IBIT vs CTVA
+33.4%
-54.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.2% | -0.3% | +2.7% |
| 7D | -1.8% | +8.2% | -10.0% | -2.3% |
| 30D | -6.7% | -1.0% | -5.6% | -6.8% |
| 3M | +24.6% | +4.6% | +20.0% | +22.9% |
| 6M | -0.2% | +0.5% | -0.6% | -1.0% |
| YTD | -8.7% | +22.7% | -31.4% | -17.8% |
| 1Y | -20.7% | +32.0% | -52.7% | -32.4% |
| All | -20.7% | +33.4% | -54.2% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 1y: compounded portfolio wealth divided by compounded CTVA 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…
1y analysis · Full analysis span regression · 6 months rolling