+66.3%
IBIT vs IOT
+17.2%
+49.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | +0.5% |
| 7D | +1.1% | +5.1% | -3.9% | +0.1% |
| 30D | +22.2% | -3.0% | +25.3% | +22.8% |
| 3M | +26.0% | +15.0% | +11.1% | +21.2% |
| 6M | +13.2% | +13.1% | 0.0% | +8.3% |
| YTD | -10.8% | +9.0% | -19.8% | -14.9% |
| 1Y | -29.9% | +0.1% | -30.1% | -32.1% |
| All | +66.3% | +17.2% | +49.1% | +44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling