+69.8%
IBIT vs DAL
+97.5%
-27.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -3.1% |
| 7D | +3.0% | +0.1% | +2.9% | +2.9% |
| 30D | +23.1% | -13.9% | +37.0% | +30.1% |
| 3M | +25.6% | +1.1% | +24.5% | +23.6% |
| 6M | +9.1% | +26.2% | -17.1% | -2.8% |
| YTD | -8.9% | +16.4% | -25.3% | -16.4% |
| 1Y | -27.5% | +33.9% | -61.3% | -37.7% |
| All | +69.8% | +97.5% | -27.6% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling