+66.7%
IBIT vs IT
-61.1%
+127.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.4% | +5.6% | -0.4% |
| 7D | +1.4% | -9.1% | +10.6% | +3.3% |
| 30D | +20.6% | -7.0% | +27.6% | +22.3% |
| 3M | +23.7% | +7.6% | +16.1% | +21.3% |
| 6M | +15.0% | +2.1% | +12.9% | +13.8% |
| YTD | -10.6% | -31.6% | +21.0% | -1.3% |
| 1Y | -30.3% | -29.9% | -0.4% | -24.0% |
| All | +66.7% | -61.1% | +127.8% | +147.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling