-30.8%
IBIT vs DT
-8.6%
-22.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.3% |
| 7D | -5.4% | -7.5% | +2.1% | -4.0% |
| 30D | -10.5% | -31.5% | +21.0% | -4.3% |
| 3M | +15.0% | -14.0% | +29.0% | +17.7% |
| 6M | -8.3% | +6.9% | -15.1% | -10.3% |
| YTD | -16.1% | +0.3% | -16.4% | -17.2% |
| 1Y | -30.8% | -6.9% | -23.8% | -28.3% |
| All | -30.8% | -8.6% | -22.1% | -28.3% |
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