-29.9%
IBIT vs DOW
+55.2%
-85.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.3% | -4.4% |
| 7D | -6.2% | +3.7% | -9.9% | -6.1% |
| 30D | -14.4% | +16.3% | -30.6% | -14.4% |
| 3M | +12.5% | +9.7% | +2.8% | +12.5% |
| 6M | -11.9% | -14.1% | +2.2% | -10.3% |
| YTD | -18.7% | +46.6% | -65.3% | -27.7% |
| 1Y | -29.9% | +56.8% | -86.8% | -38.2% |
| All | -29.9% | +55.2% | -85.1% | -38.2% |
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 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