+56.5%
IBIT vs INTU
-42.9%
+99.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.6% |
| 7D | -5.4% | -1.2% | -4.1% | -5.1% |
| 30D | -10.5% | +12.4% | -22.9% | -13.0% |
| 3M | +15.0% | +2.3% | +12.8% | +14.0% |
| 6M | -8.3% | -13.3% | +5.0% | -6.2% |
| YTD | -16.1% | -47.9% | +31.8% | +0.2% |
| 1Y | -30.8% | -47.2% | +16.4% | -17.9% |
| All | +56.5% | -42.9% | +99.4% | +78.1% |
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