-30.0%
IBIT vs INTU
-47.1%
+17.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -4.0% | -3.6% |
| 7D | -9.2% | +0.1% | -9.2% | -9.2% |
| 30D | -15.8% | +10.1% | -25.9% | -16.7% |
| 3M | +8.5% | -4.2% | +12.7% | +8.9% |
| 6M | -13.7% | -7.2% | -6.5% | -13.5% |
| YTD | -21.6% | -47.7% | +26.1% | -23.8% |
| 1Y | -30.0% | -46.7% | +16.7% | -31.5% |
| All | -30.0% | -47.1% | +17.2% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling