-29.9%
IBIT vs ILMN
+70.7%
-100.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -4.2% |
| 7D | -6.2% | +0.7% | -7.0% | -6.3% |
| 30D | -14.4% | -22.7% | +8.4% | -11.3% |
| 3M | +12.5% | +8.6% | +3.8% | +12.6% |
| 6M | -11.9% | +43.8% | -55.7% | -11.7% |
| YTD | -18.7% | +59.8% | -78.5% | -21.9% |
| 1Y | -29.9% | +71.8% | -101.7% | -35.4% |
| All | -29.9% | +70.7% | -100.6% | -35.4% |
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