+58.9%
IBIT vs DOW
-31.8%
+90.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.1% |
| 7D | -2.4% | -9.4% | +7.0% | -0.9% |
| 30D | -9.1% | +8.9% | -18.0% | -10.5% |
| 3M | +15.0% | +6.7% | +8.3% | +13.2% |
| 6M | -6.9% | -14.2% | +7.3% | -4.6% |
| YTD | -14.8% | +36.9% | -51.7% | -23.8% |
| 1Y | -28.1% | +45.8% | -73.9% | -36.9% |
| All | +58.9% | -31.8% | +90.7% | +70.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling