-30.0%
IBIT vs DUK
+8.9%
-38.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -3.0% |
| 7D | -9.2% | +1.9% | -11.1% | -8.5% |
| 30D | -15.8% | +8.9% | -24.7% | -12.8% |
| 3M | +8.5% | +5.6% | +3.0% | +11.1% |
| 6M | -13.7% | +7.0% | -20.7% | -11.0% |
| YTD | -21.6% | +14.0% | -35.6% | -16.3% |
| 1Y | -30.0% | +9.1% | -39.0% | -24.0% |
| All | -30.0% | +8.9% | -38.9% | -24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling