+66.7%
IBIT vs DT
-8.7%
+75.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.1% |
| 7D | +1.4% | -4.9% | +6.3% | +2.7% |
| 30D | +20.6% | +2.7% | +17.9% | +19.8% |
| 3M | +23.7% | +20.0% | +3.7% | +17.7% |
| 6M | +15.0% | +28.0% | -13.0% | +6.6% |
| YTD | -10.6% | +16.0% | -26.6% | -15.1% |
| 1Y | -30.3% | +0.7% | -31.0% | -31.0% |
| All | +66.7% | -8.7% | +75.4% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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