+58.9%
IBIT vs LBRT
-20.9%
+79.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.1% | -9.4% | -2.2% |
| 7D | -2.4% | -11.9% | +9.5% | -1.2% |
| 30D | -9.1% | -31.9% | +22.9% | -5.4% |
| 3M | +15.0% | -34.9% | +49.9% | +19.8% |
| 6M | -6.9% | -60.7% | +53.8% | +3.2% |
| YTD | -14.8% | -29.2% | +14.4% | -14.6% |
| 1Y | -28.1% | -23.6% | -4.5% | -29.1% |
| All | +58.9% | -20.9% | +79.9% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling