-29.9%
IBIT vs INDA
-5.4%
-24.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.4% |
| 7D | -6.2% | +3.1% | -9.3% | -8.0% |
| 30D | -14.4% | +9.1% | -23.5% | -18.9% |
| 3M | +12.5% | +3.2% | +9.3% | +10.3% |
| 6M | -11.9% | +8.5% | -20.4% | -15.9% |
| YTD | -18.7% | -4.6% | -14.1% | -19.7% |
| 1Y | -29.9% | -5.5% | -24.4% | -31.9% |
| All | -29.9% | -5.4% | -24.5% | -31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling