+69.8%
IBIT vs DOW
-35.2%
+105.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.0% | +0.6% | -1.9% |
| 7D | +3.0% | -2.4% | +5.4% | +3.4% |
| 30D | +23.1% | +0.4% | +22.7% | +22.8% |
| 3M | +25.6% | -14.4% | +40.0% | +29.0% |
| 6M | +9.1% | -7.0% | +16.1% | +8.0% |
| YTD | -8.9% | +30.2% | -39.1% | -17.6% |
| 1Y | -27.5% | +29.2% | -56.7% | -34.4% |
| All | +69.8% | -35.2% | +105.0% | +84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling