-30.0%
IBIT vs IOT
+5.2%
-35.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -9.2% | +0.9% | -10.1% | -9.3% |
| 30D | -15.8% | +1.4% | -17.2% | -15.9% |
| 3M | +8.5% | +0.5% | +8.0% | +8.2% |
| 6M | -13.7% | +50.3% | -64.0% | -18.1% |
| YTD | -21.6% | +16.7% | -38.2% | -26.1% |
| 1Y | -30.0% | +6.8% | -36.8% | -33.3% |
| All | -30.0% | +5.2% | -35.1% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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