+69.8%
IBIT vs LBRT
+25.3%
+44.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.5% |
| 7D | +3.0% | +8.3% | -5.2% | +2.1% |
| 30D | +23.1% | +6.1% | +17.0% | +21.9% |
| 3M | +25.6% | -34.8% | +60.3% | +32.0% |
| 6M | +9.1% | -24.8% | +34.0% | +11.7% |
| YTD | -8.9% | +12.2% | -21.1% | -12.9% |
| 1Y | -27.5% | +94.0% | -121.4% | -37.9% |
| All | +69.8% | +25.3% | +44.5% | +60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling