+66.7%
IBIT vs CVS
+34.6%
+32.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | +1.4% | -1.6% | +3.0% | +1.5% |
| 30D | +20.6% | +0.4% | +20.2% | +20.6% |
| 3M | +23.7% | -0.4% | +24.1% | +23.6% |
| 6M | +15.0% | +25.1% | -10.1% | +12.5% |
| YTD | -10.6% | +23.9% | -34.5% | -12.7% |
| 1Y | -30.3% | +41.1% | -71.4% | -33.0% |
| All | +66.7% | +34.6% | +32.1% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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