+66.7%
IBIT vs DINO
+130.0%
-63.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.6% | -2.4% |
| 7D | +1.4% | +4.2% | -2.7% | +0.6% |
| 30D | +20.6% | +33.9% | -13.2% | +13.5% |
| 3M | +23.7% | +50.5% | -26.9% | +13.1% |
| 6M | +15.0% | +95.2% | -80.2% | -2.1% |
| YTD | -10.6% | +140.6% | -151.1% | -28.0% |
| 1Y | -30.3% | +119.0% | -149.3% | -42.8% |
| All | +66.7% | +130.0% | -63.3% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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