+51.6%
IBIT vs DAL
+113.8%
-62.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.2% | +0.8% | -2.5% |
| 7D | -6.2% | +1.4% | -7.6% | -6.8% |
| 30D | -14.4% | +9.1% | -23.4% | -17.4% |
| 3M | +12.5% | -3.5% | +15.9% | +13.4% |
| 6M | -11.9% | +23.4% | -35.3% | -20.3% |
| YTD | -18.7% | +26.0% | -44.8% | -27.9% |
| 1Y | -29.9% | +44.6% | -74.6% | -41.5% |
| All | +51.6% | +113.8% | -62.3% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling