-27.5%
IBIT vs DOW
+30.0%
-57.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.0% | +0.6% | -2.1% |
| 7D | +3.0% | -2.4% | +5.4% | +3.2% |
| 30D | +23.1% | +0.4% | +22.7% | +22.9% |
| 3M | +25.6% | -14.4% | +40.0% | +28.1% |
| 6M | +9.1% | -7.0% | +16.1% | +5.9% |
| YTD | -8.9% | +30.2% | -39.1% | -20.6% |
| 1Y | -27.5% | +29.2% | -56.7% | -35.1% |
| All | -27.5% | +30.0% | -57.5% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling