-20.7%
IBIT vs LEN
-21.9%
+1.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.1% | -4.2% | +2.9% |
| 7D | -1.8% | +10.5% | -12.2% | -1.8% |
| 30D | -6.7% | +24.6% | -31.3% | -6.8% |
| 3M | +24.6% | +6.6% | +17.9% | +24.7% |
| 6M | -0.2% | +10.6% | -10.8% | -0.2% |
| YTD | -8.7% | -8.3% | -0.4% | -11.9% |
| 1Y | -20.7% | -22.5% | +1.8% | -23.1% |
| All | -20.7% | -21.9% | +1.2% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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