+61.6%
IBIT vs LIN
+32.7%
+28.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.9% |
| 7D | -5.9% | +3.6% | -9.5% | -7.0% |
| 30D | -11.3% | +6.4% | -17.6% | -13.1% |
| 3M | +17.1% | +6.5% | +10.6% | +14.5% |
| 6M | -7.0% | +4.9% | -11.9% | -8.8% |
| YTD | -13.3% | +23.4% | -36.8% | -21.1% |
| 1Y | -27.0% | +26.3% | -53.3% | -34.1% |
| All | +61.6% | +32.7% | +28.8% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling