+69.8%
IBIT vs INTU
-44.4%
+114.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -1.6% |
| 7D | +3.0% | -7.1% | +10.1% | +4.8% |
| 30D | +23.1% | +1.5% | +21.7% | +22.6% |
| 3M | +25.6% | +10.7% | +14.9% | +22.0% |
| 6M | +9.1% | -23.8% | +33.0% | +15.5% |
| YTD | -8.9% | -49.3% | +40.4% | +9.8% |
| 1Y | -27.5% | -49.7% | +22.2% | -12.6% |
| All | +69.8% | -44.4% | +114.3% | +95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling