+61.0%
IBIT vs INTU
-42.7%
+103.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.4% | +0.4% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -9.2% | +15.4% | -24.6% | -12.2% |
| 3M | +17.5% | +6.6% | +10.9% | +15.3% |
| 6M | -7.2% | -11.3% | +4.1% | -5.8% |
| YTD | -13.6% | -47.7% | +34.1% | +3.0% |
| 1Y | -25.1% | -47.0% | +21.9% | -11.3% |
| All | +61.0% | -42.7% | +103.7% | +83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling