+61.0%
IBIT vs DT
-21.2%
+82.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.2% |
| 7D | -1.1% | -24.7% | +23.6% | +5.2% |
| 30D | -9.2% | -27.4% | +18.2% | -2.5% |
| 3M | +17.5% | -11.1% | +28.6% | +19.9% |
| 6M | -7.2% | +13.7% | -20.9% | -12.0% |
| YTD | -13.6% | +0.2% | -13.9% | -15.6% |
| 1Y | -25.1% | -5.7% | -19.4% | -25.4% |
| All | +61.0% | -21.2% | +82.2% | +60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling