-30.3%
IBIT vs LEN
-42.1%
+11.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +2.0% | -1.6% |
| 7D | +1.4% | -2.9% | +4.3% | +1.6% |
| 30D | +20.6% | -8.9% | +29.5% | +21.2% |
| 3M | +23.7% | -10.9% | +34.6% | +24.2% |
| 6M | +15.0% | -19.7% | +34.7% | +15.0% |
| YTD | -10.6% | -20.6% | +10.0% | -12.5% |
| 1Y | -30.3% | -42.4% | +12.1% | -23.0% |
| All | -30.3% | -42.1% | +11.7% | -23.0% |
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