+66.7%
IBIT vs CTVA
+91.0%
-24.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.4% | -1.2% |
| 7D | +1.4% | -2.1% | +3.5% | +2.0% |
| 30D | +20.6% | +12.0% | +8.6% | +16.7% |
| 3M | +23.7% | +13.5% | +10.2% | +18.5% |
| 6M | +15.0% | +12.1% | +2.9% | +10.1% |
| YTD | -10.6% | +29.0% | -39.6% | -18.3% |
| 1Y | -30.3% | +18.9% | -49.2% | -34.7% |
| All | +66.7% | +91.0% | -24.4% | +35.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling