+66.3%
IBIT vs INDA
-0.5%
+66.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.3% |
| 7D | +1.1% | -2.6% | +3.7% | +2.9% |
| 30D | +22.2% | -2.9% | +25.2% | +24.6% |
| 3M | +26.0% | +2.4% | +23.7% | +24.2% |
| 6M | +13.2% | -2.6% | +15.8% | +14.8% |
| YTD | -10.8% | -10.0% | -0.8% | -5.1% |
| 1Y | -29.9% | -7.7% | -22.3% | -26.8% |
| All | +66.3% | -0.5% | +66.8% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling