+69.8%
IBIT vs LII
-9.3%
+79.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.7% |
| 7D | +3.0% | -0.7% | +3.8% | +3.2% |
| 30D | +23.1% | -12.6% | +35.7% | +26.9% |
| 3M | +25.6% | -24.4% | +50.0% | +32.3% |
| 6M | +9.1% | -28.7% | +37.8% | +16.3% |
| YTD | -8.9% | -19.1% | +10.2% | -6.9% |
| 1Y | -27.5% | -29.7% | +2.2% | -22.7% |
| All | +69.8% | -9.3% | +79.1% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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