-27.5%
IBIT vs D
+15.7%
-43.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.5% |
| 7D | +3.0% | +0.4% | +2.6% | +3.1% |
| 30D | +23.1% | -3.6% | +26.7% | +22.7% |
| 3M | +25.6% | -1.0% | +26.6% | +25.1% |
| 6M | +9.1% | +6.3% | +2.9% | +8.8% |
| YTD | -8.9% | +14.7% | -23.6% | -9.8% |
| 1Y | -27.5% | +16.9% | -44.4% | -27.0% |
| All | -27.5% | +15.7% | -43.1% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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