+69.8%
IBIT vs LDOS
+24.6%
+45.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.5% |
| 7D | +3.0% | -5.4% | +8.4% | +4.0% |
| 30D | +23.1% | +4.9% | +18.2% | +21.7% |
| 3M | +25.6% | +7.2% | +18.4% | +23.3% |
| 6M | +9.1% | -24.2% | +33.4% | +16.6% |
| YTD | -8.9% | -25.8% | +16.9% | -2.3% |
| 1Y | -27.5% | -24.7% | -2.7% | -22.5% |
| All | +69.8% | +24.6% | +45.2% | +89.8% |
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