+66.7%
IBIT vs DOW
-34.9%
+101.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -1.9% |
| 7D | +1.4% | -2.9% | +4.4% | +1.9% |
| 30D | +20.6% | +2.0% | +18.7% | +20.0% |
| 3M | +23.7% | -12.5% | +36.2% | +26.5% |
| 6M | +15.0% | -9.2% | +24.2% | +14.6% |
| YTD | -10.6% | +30.8% | -41.4% | -19.2% |
| 1Y | -30.3% | +29.4% | -59.7% | -37.0% |
| All | +66.7% | -34.9% | +101.6% | +80.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling