+56.5%
IBIT vs IOT
+25.7%
+30.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.1% |
| 7D | -5.4% | +0.8% | -6.2% | -5.5% |
| 30D | -10.5% | -0.2% | -10.2% | -10.5% |
| 3M | +15.0% | +4.0% | +11.1% | +13.5% |
| 6M | -8.3% | +39.4% | -47.7% | -16.2% |
| YTD | -16.1% | +16.9% | -33.0% | -21.4% |
| 1Y | -30.8% | +4.1% | -34.8% | -33.4% |
| All | +56.5% | +25.7% | +30.8% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling