+61.6%
IBIT vs LDOS
+27.6%
+33.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.1% | -5.2% | -5.1% |
| 7D | -5.9% | -3.7% | -2.2% | -5.4% |
| 30D | -11.3% | +16.4% | -27.6% | -13.7% |
| 3M | +17.1% | +7.4% | +9.7% | +15.1% |
| 6M | -7.0% | -0.3% | -6.7% | -7.1% |
| YTD | -13.3% | -24.0% | +10.7% | -7.6% |
| 1Y | -27.0% | -29.6% | +2.6% | -20.5% |
| All | +61.6% | +27.6% | +33.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling