+46.2%
IBIT vs DRI
+55.5%
-9.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.6% |
| 7D | -9.2% | +1.1% | -10.2% | -9.4% |
| 30D | -15.8% | +9.7% | -25.5% | -17.4% |
| 3M | +8.5% | +3.2% | +5.4% | +7.6% |
| 6M | -13.7% | +20.6% | -34.3% | -17.4% |
| YTD | -21.6% | +28.3% | -49.8% | -26.6% |
| 1Y | -30.0% | +34.5% | -64.5% | -35.4% |
| All | +46.2% | +55.5% | -9.3% | +25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling