+69.8%
IBIT vs IT
-58.0%
+127.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.6% | +2.2% | -1.5% |
| 7D | +3.0% | -6.0% | +9.1% | +4.3% |
| 30D | +23.1% | 0.0% | +23.1% | +23.1% |
| 3M | +25.6% | +13.1% | +12.5% | +22.2% |
| 6M | +9.1% | +11.7% | -2.5% | +6.0% |
| YTD | -8.9% | -26.1% | +17.2% | -0.9% |
| 1Y | -27.5% | -21.3% | -6.2% | -23.2% |
| All | +69.8% | -58.0% | +127.8% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling