+46.2%
IBIT vs INTU
-42.7%
+88.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -17.7% |
| 3M | +8.5% | -4.2% | +12.7% | +9.2% |
| 6M | -13.7% | -7.2% | -6.5% | -13.5% |
| YTD | -21.6% | -47.7% | +26.1% | -6.4% |
| 1Y | -30.0% | -46.7% | +16.7% | -17.2% |
| All | +46.2% | -42.7% | +88.9% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling