-20.7%
IBIT vs LBRT
-25.0%
+4.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -11.2% | +14.1% | +3.1% |
| 7D | -1.8% | -25.3% | +23.6% | -1.1% |
| 30D | -6.7% | -32.9% | +26.2% | -6.0% |
| 3M | +24.6% | -33.3% | +57.9% | +25.2% |
| 6M | -0.2% | -61.0% | +60.8% | +3.2% |
| YTD | -8.7% | -28.0% | +19.3% | -11.3% |
| 1Y | -20.7% | -21.5% | +0.8% | -25.3% |
| All | -20.7% | -25.0% | +4.3% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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