+66.7%
IBIT vs DRI
+43.6%
+23.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | 0.0% | -1.5% |
| 7D | +1.4% | -1.2% | +2.7% | +1.7% |
| 30D | +20.6% | -0.4% | +21.0% | +20.5% |
| 3M | +23.7% | +9.5% | +14.2% | +20.9% |
| 6M | +15.0% | +6.5% | +8.5% | +13.0% |
| YTD | -10.6% | +18.4% | -29.0% | -14.9% |
| 1Y | -30.3% | +4.2% | -34.5% | -31.5% |
| All | +66.7% | +43.6% | +23.1% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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