-29.9%
IBIT vs IT
-30.5%
+0.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.1% |
| 7D | +1.1% | -9.1% | +10.3% | +2.1% |
| 30D | +22.2% | -12.2% | +34.4% | +23.7% |
| 3M | +26.0% | +7.8% | +18.2% | +25.7% |
| 6M | +13.2% | +2.0% | +11.2% | +14.2% |
| YTD | -10.8% | -32.7% | +21.9% | -4.7% |
| 1Y | -29.9% | -31.1% | +1.2% | -25.0% |
| All | -29.9% | -30.5% | +0.6% | -25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling