+61.6%
IBIT vs LBRT
-30.6%
+92.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -13.7% | +8.6% | -3.5% |
| 7D | -5.9% | -34.8% | +28.9% | -1.4% |
| 30D | -11.3% | -43.6% | +32.3% | -5.6% |
| 3M | +17.1% | -41.2% | +58.4% | +23.5% |
| 6M | -7.0% | -66.1% | +59.1% | +4.9% |
| YTD | -13.3% | -37.9% | +24.5% | -11.8% |
| 1Y | -27.0% | -33.9% | +6.9% | -26.6% |
| All | +61.6% | -30.6% | +92.2% | +62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling