+58.9%
IBIT vs INTU
-43.3%
+102.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.1% |
| 7D | -2.4% | -3.9% | +1.6% | -1.6% |
| 30D | -9.1% | +11.7% | -20.8% | -11.5% |
| 3M | +15.0% | +4.5% | +10.5% | +13.3% |
| 6M | -6.9% | -13.9% | +7.0% | -4.7% |
| YTD | -14.8% | -48.2% | +33.5% | +1.9% |
| 1Y | -28.1% | -47.1% | +19.0% | -14.9% |
| All | +58.9% | -43.3% | +102.2% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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