+58.9%
IBIT vs DAL
+126.8%
-67.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.3% | -6.6% | -3.3% |
| 7D | -2.4% | +10.0% | -12.4% | -6.0% |
| 30D | -9.1% | +12.0% | -21.1% | -13.2% |
| 3M | +15.0% | +0.8% | +14.2% | +14.1% |
| 6M | -6.9% | +26.2% | -33.1% | -16.4% |
| YTD | -14.8% | +33.7% | -48.5% | -26.0% |
| 1Y | -28.1% | +57.6% | -85.7% | -42.1% |
| All | +58.9% | +126.8% | -67.9% | +2.3% |
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