-25.1%
IBIT vs LBRT
-31.1%
+6.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -0.5% |
| 7D | -1.1% | -29.1% | +28.0% | -0.4% |
| 30D | -9.2% | -38.4% | +29.2% | -8.3% |
| 3M | +17.5% | -40.1% | +57.6% | +18.4% |
| 6M | -7.2% | -62.9% | +55.7% | -4.2% |
| YTD | -13.6% | -34.5% | +20.9% | -15.5% |
| 1Y | -25.1% | -30.2% | +5.1% | -28.4% |
| All | -25.1% | -31.1% | +6.0% | -28.4% |
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