-27.6%
IBIT vs DRI
+36.0%
-63.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -6.8% | -0.7% | -6.1% | -6.8% |
| 30D | -9.9% | +14.7% | -24.6% | -10.7% |
| 3M | +17.5% | +5.4% | +12.1% | +16.8% |
| 6M | -9.1% | +18.8% | -27.9% | -10.0% |
| YTD | -14.9% | +28.4% | -43.3% | -15.5% |
| 1Y | -27.6% | +37.7% | -65.3% | -29.7% |
| All | -27.6% | +36.0% | -63.6% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling