-20.7%
IBIT vs LDOS
-27.6%
+6.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.9% |
| 7D | -1.8% | -2.8% | +1.1% | -1.7% |
| 30D | -6.7% | +13.6% | -20.2% | -7.4% |
| 3M | +24.6% | +4.2% | +20.3% | +23.9% |
| 6M | -0.2% | -8.2% | +8.0% | +1.9% |
| YTD | -8.7% | -24.1% | +15.4% | -4.2% |
| 1Y | -20.7% | -31.2% | +10.5% | -13.9% |
| All | -20.7% | -27.6% | +6.9% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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