+61.0%
IBIT vs LDOS
+24.7%
+36.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | 0.0% |
| 7D | -1.1% | -7.2% | +6.1% | 0.0% |
| 30D | -9.2% | +16.8% | -26.0% | -11.8% |
| 3M | +17.5% | -1.6% | +19.1% | +17.4% |
| 6M | -7.2% | -1.0% | -6.2% | -7.3% |
| YTD | -13.6% | -25.8% | +12.1% | -7.6% |
| 1Y | -25.1% | -31.1% | +6.0% | -18.2% |
| All | +61.0% | +24.7% | +36.3% | +79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling