+69.8%
IBIT vs DT
-5.8%
+75.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.0% |
| 7D | +3.0% | -3.3% | +6.3% | +3.9% |
| 30D | +23.1% | +2.0% | +21.1% | +22.4% |
| 3M | +25.6% | +20.0% | +5.6% | +19.5% |
| 6M | +9.1% | +39.3% | -30.1% | -1.5% |
| YTD | -8.9% | +19.8% | -28.7% | -14.2% |
| 1Y | -27.5% | +4.3% | -31.7% | -28.8% |
| All | +69.8% | -5.8% | +75.7% | +63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling