+66.7%
IBIT vs DD
+44.8%
+21.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | +1.4% | -0.6% | +2.0% | +1.6% |
| 30D | +20.6% | -7.4% | +28.0% | +23.5% |
| 3M | +23.7% | -6.4% | +30.1% | +26.1% |
| 6M | +15.0% | -2.5% | +17.5% | +15.4% |
| YTD | -10.6% | +10.2% | -20.8% | -13.5% |
| 1Y | -30.3% | +36.9% | -67.3% | -37.0% |
| All | +66.7% | +44.8% | +21.9% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 DD 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