+46.2%
IBIT vs IT
-56.7%
+102.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.6% |
| 7D | -9.2% | +1.1% | -10.3% | -9.3% |
| 30D | -15.8% | -1.8% | -13.9% | -16.1% |
| 3M | +8.5% | +4.8% | +3.7% | +6.6% |
| 6M | -13.7% | +33.0% | -46.7% | -20.4% |
| YTD | -21.6% | -23.8% | +2.3% | -16.0% |
| 1Y | -30.0% | -16.5% | -13.4% | -27.4% |
| All | +46.2% | -56.7% | +102.9% | +110.9% |
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