+69.8%
IBIT vs D
+54.8%
+15.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.3% |
| 7D | +3.0% | +0.4% | +2.6% | +3.0% |
| 30D | +23.1% | -3.6% | +26.7% | +23.5% |
| 3M | +25.6% | -1.0% | +26.6% | +25.5% |
| 6M | +9.1% | +6.3% | +2.9% | +8.0% |
| YTD | -8.9% | +14.7% | -23.6% | -10.9% |
| 1Y | -27.5% | +16.9% | -44.4% | -29.2% |
| All | +69.8% | +54.8% | +15.0% | +51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling