-29.9%
IBIT vs DT
-4.5%
-25.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -5.9% | -4.7% |
| 7D | -6.2% | +2.7% | -9.0% | -6.7% |
| 30D | -14.4% | -30.4% | +16.0% | -8.8% |
| 3M | +12.5% | -9.4% | +21.9% | +14.0% |
| 6M | -11.9% | +14.5% | -26.4% | -15.2% |
| YTD | -18.7% | +3.6% | -22.3% | -20.1% |
| 1Y | -29.9% | -3.4% | -26.5% | -27.9% |
| All | -29.9% | -4.5% | -25.4% | -27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling