+61.6%
IBIT vs D
+65.4%
-3.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.9% | -5.1% |
| 7D | -5.9% | +6.9% | -12.8% | -6.2% |
| 30D | -11.3% | +12.3% | -23.6% | -11.9% |
| 3M | +17.1% | +3.0% | +14.1% | +17.0% |
| 6M | -7.0% | +12.8% | -19.8% | -8.2% |
| YTD | -13.3% | +22.6% | -35.9% | -15.6% |
| 1Y | -27.0% | +21.7% | -48.6% | -28.7% |
| All | +61.6% | +65.4% | -3.8% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling