+66.3%
IBIT vs DUOL
-35.6%
+101.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | +0.6% |
| 7D | +1.1% | -11.8% | +12.9% | +3.2% |
| 30D | +22.2% | +1.5% | +20.8% | +21.7% |
| 3M | +26.0% | +18.1% | +7.9% | +21.4% |
| 6M | +13.2% | +38.7% | -25.5% | +5.4% |
| YTD | -10.8% | -20.7% | +9.9% | -8.8% |
| 1Y | -29.9% | -49.1% | +19.1% | -23.7% |
| All | +66.3% | -35.6% | +101.9% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 5y: compounded portfolio wealth divided by compounded DUOL 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…
5y analysis · Full analysis span regression · 6 months rolling