+61.0%
IBIT vs LEN
-36.6%
+97.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.2% |
| 7D | -1.1% | +2.1% | -3.2% | -1.6% |
| 30D | -9.2% | +16.6% | -25.7% | -12.1% |
| 3M | +17.5% | +5.3% | +12.2% | +15.8% |
| 6M | -7.2% | -0.8% | -6.4% | -7.7% |
| YTD | -13.6% | -11.7% | -1.9% | -13.0% |
| 1Y | -25.1% | -24.6% | -0.5% | -21.1% |
| All | +61.0% | -36.6% | +97.6% | +74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling