+58.9%
IBIT vs LIN
+32.5%
+26.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.6% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -9.1% | +7.6% | -16.7% | -11.4% |
| 3M | +15.0% | +6.5% | +8.5% | +12.4% |
| 6M | -6.9% | +6.2% | -13.1% | -9.2% |
| YTD | -14.8% | +23.2% | -38.0% | -22.3% |
| 1Y | -28.1% | +25.4% | -53.5% | -35.0% |
| All | +58.9% | +32.5% | +26.4% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling