-30.0%
IBIT vs CTVA
-4.9%
-25.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -3.8% |
| 7D | -9.2% | -20.8% | +11.6% | -7.2% |
| 30D | -15.8% | -29.6% | +13.8% | -13.3% |
| 3M | +8.5% | -16.9% | +25.4% | +9.5% |
| 6M | -13.7% | -24.3% | +10.6% | -11.7% |
| YTD | -21.6% | -5.6% | -16.0% | -24.7% |
| 1Y | -30.0% | -4.2% | -25.8% | -33.0% |
| All | -30.0% | -4.9% | -25.1% | -33.0% |
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