-30.8%
IBIT vs INTU
-46.8%
+16.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.6% |
| 7D | -5.4% | -1.2% | -4.1% | -5.3% |
| 30D | -10.5% | +12.4% | -22.9% | -11.6% |
| 3M | +15.0% | +2.3% | +12.8% | +14.7% |
| 6M | -8.3% | -13.3% | +5.0% | -7.2% |
| YTD | -16.1% | -47.9% | +31.8% | -18.4% |
| 1Y | -30.8% | -47.2% | +16.4% | -32.3% |
| All | -30.8% | -46.8% | +16.1% | -32.3% |
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