-29.9%
IBIT vs LBRT
-23.3%
-6.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.6% | -4.5% |
| 7D | -6.2% | +13.8% | -20.0% | -6.6% |
| 30D | -14.4% | -32.4% | +18.0% | -13.8% |
| 3M | +12.5% | -39.9% | +52.3% | +13.4% |
| 6M | -11.9% | -60.8% | +49.0% | -9.1% |
| YTD | -18.7% | -29.3% | +10.6% | -21.3% |
| 1Y | -29.9% | -18.9% | -11.0% | -36.9% |
| All | -29.9% | -23.3% | -6.6% | -36.9% |
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