-27.5%
IBIT vs IP
-18.9%
-8.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -2.8% |
| 7D | +3.0% | -5.3% | +8.3% | +3.9% |
| 30D | +23.1% | -10.9% | +34.0% | +25.3% |
| 3M | +25.6% | +11.2% | +14.4% | +22.5% |
| 6M | +9.1% | -10.2% | +19.4% | +12.2% |
| YTD | -8.9% | -2.0% | -6.9% | -7.9% |
| 1Y | -27.5% | -19.1% | -8.4% | -19.8% |
| All | -27.5% | -18.9% | -8.6% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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