+58.9%
IBIT vs DAR
+14.6%
+44.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.7% | -6.0% | -2.0% |
| 7D | -2.4% | -2.8% | +0.4% | -2.0% |
| 30D | -9.1% | -12.8% | +3.7% | -7.4% |
| 3M | +15.0% | -11.6% | +26.6% | +16.1% |
| 6M | -6.9% | -16.8% | +9.9% | -5.1% |
| YTD | -14.8% | +45.9% | -60.7% | -23.2% |
| 1Y | -28.1% | +61.5% | -89.6% | -36.8% |
| All | +58.9% | +14.6% | +44.3% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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