+58.9%
IBIT vs LDOS
+27.6%
+31.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.6% | -1.7% |
| 7D | -2.4% | -5.8% | +3.5% | -1.5% |
| 30D | -9.1% | +11.6% | -20.7% | -10.9% |
| 3M | +15.0% | -1.0% | +16.0% | +14.8% |
| 6M | -6.9% | +5.1% | -11.9% | -8.2% |
| YTD | -14.8% | -24.0% | +9.3% | -9.2% |
| 1Y | -28.1% | -30.3% | +2.2% | -21.6% |
| All | +58.9% | +27.6% | +31.3% | +76.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling