+61.6%
IBIT vs DAL
+110.9%
-49.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.3% | -0.7% | -3.4% |
| 7D | -5.9% | +4.6% | -10.4% | -7.4% |
| 30D | -11.3% | +2.3% | -13.6% | -12.2% |
| 3M | +17.1% | -8.1% | +25.2% | +20.5% |
| 6M | -7.0% | +21.4% | -28.4% | -15.4% |
| YTD | -13.3% | +24.3% | -37.6% | -22.6% |
| 1Y | -27.0% | +47.4% | -74.3% | -39.6% |
| All | +61.6% | +110.9% | -49.3% | +7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling