+61.0%
IBIT vs DLR
+38.9%
+22.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.2% |
| 7D | -1.1% | -3.6% | +2.5% | +0.5% |
| 30D | -9.2% | -3.5% | -5.7% | -7.7% |
| 3M | +17.5% | -8.9% | +26.4% | +21.9% |
| 6M | -7.2% | -11.6% | +4.4% | -2.6% |
| YTD | -13.6% | +14.9% | -28.5% | -20.0% |
| 1Y | -25.1% | +6.4% | -31.6% | -28.2% |
| All | +61.0% | +38.9% | +22.1% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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