-27.5%
IBIT vs ILMN
+127.6%
-155.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.9% | -2.2% |
| 7D | +3.0% | +1.2% | +1.8% | +2.8% |
| 30D | +23.1% | +9.2% | +13.9% | +21.7% |
| 3M | +25.6% | +29.8% | -4.3% | +21.9% |
| 6M | +9.1% | +69.2% | -60.1% | +3.1% |
| YTD | -8.9% | +66.4% | -75.3% | -14.5% |
| 1Y | -27.5% | +123.4% | -150.9% | -35.1% |
| All | -27.5% | +127.6% | -155.1% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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