+23.7%
IBIT vs INIO
-33.6%
+57.3%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.1% | -6.9% | -2.2% |
| 7D | +1.4% | +12.1% | -10.6% | +0.7% |
| 30D | +20.6% | -20.2% | +40.8% | +22.6% |
| 3M | +23.7% | -35.3% | +59.0% | +28.9% |
| All | +23.7% | -33.6% | +57.3% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling