+46.2%
IBIT vs DUK
+45.6%
+0.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -3.2% |
| 7D | -9.2% | +1.9% | -11.1% | -8.8% |
| 30D | -15.8% | +8.9% | -24.7% | -14.0% |
| 3M | +8.5% | +5.6% | +3.0% | +10.2% |
| 6M | -13.7% | +7.0% | -20.7% | -12.0% |
| YTD | -21.6% | +14.0% | -35.6% | -19.0% |
| 1Y | -30.0% | +9.1% | -39.0% | -28.0% |
| All | +46.2% | +45.6% | +0.6% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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