+61.0%
IBIT vs DOW
-30.8%
+91.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.1% |
| 7D | -1.1% | -9.5% | +8.4% | +0.4% |
| 30D | -9.2% | +13.1% | -22.2% | -11.2% |
| 3M | +17.5% | +4.8% | +12.7% | +16.1% |
| 6M | -7.2% | -16.7% | +9.5% | -4.3% |
| YTD | -13.6% | +38.9% | -52.5% | -23.0% |
| 1Y | -25.1% | +48.3% | -73.4% | -34.5% |
| All | +61.0% | -30.8% | +91.9% | +72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling