+61.6%
IBIT vs INTU
-40.5%
+102.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -5.0% |
| 7D | -5.9% | +7.1% | -13.0% | -7.3% |
| 30D | -11.3% | +23.0% | -34.3% | -15.4% |
| 3M | +17.1% | +8.7% | +8.4% | +14.5% |
| 6M | -7.0% | -10.1% | +3.1% | -5.7% |
| YTD | -13.3% | -45.7% | +32.3% | +2.6% |
| 1Y | -27.0% | -45.1% | +18.1% | -14.1% |
| All | +61.6% | -40.5% | +102.1% | +82.3% |
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 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