+46.2%
IBIT vs LBRT
-20.2%
+66.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.6% |
| 7D | -9.2% | +9.2% | -18.4% | -10.2% |
| 30D | -15.8% | -27.5% | +11.7% | -13.0% |
| 3M | +8.5% | -37.9% | +46.4% | +13.8% |
| 6M | -13.7% | -60.7% | +47.0% | -4.4% |
| YTD | -21.6% | -28.5% | +6.9% | -21.5% |
| 1Y | -30.0% | -13.2% | -16.7% | -32.3% |
| All | +46.2% | -20.2% | +66.4% | +44.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling