+61.6%
IBIT vs IP
+2.4%
+59.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.0% | -1.1% | -4.2% |
| 7D | -5.9% | -5.0% | -0.9% | -4.9% |
| 30D | -11.3% | +6.5% | -17.8% | -12.6% |
| 3M | +17.1% | -18.0% | +35.2% | +21.9% |
| 6M | -7.0% | +10.3% | -17.3% | -10.4% |
| YTD | -13.3% | -9.9% | -3.5% | -12.4% |
| 1Y | -27.0% | -1.1% | -25.9% | -28.3% |
| All | +61.6% | +2.4% | +59.2% | +62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling