+69.8%
IBIT vs INCY
+99.4%
-29.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | +3.0% | +1.9% | +1.1% | +2.5% |
| 30D | +23.1% | +5.8% | +17.3% | +21.5% |
| 3M | +25.6% | +25.2% | +0.4% | +18.1% |
| 6M | +9.1% | +28.2% | -19.1% | +1.8% |
| YTD | -8.9% | +28.3% | -37.2% | -15.2% |
| 1Y | -27.5% | +48.3% | -75.8% | -35.4% |
| All | +69.8% | +99.4% | -29.5% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 all: compounded portfolio wealth divided by compounded INCY 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…
all analysis · Full analysis span regression · 6 months rolling