+66.7%
IBIT vs LNG
+68.7%
-2.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.5% | +3.6% | -1.2% |
| 7D | +1.4% | -6.2% | +7.6% | +2.2% |
| 30D | +20.6% | +8.0% | +12.6% | +19.4% |
| 3M | +23.7% | +16.9% | +6.8% | +20.5% |
| 6M | +15.0% | +8.7% | +6.3% | +12.2% |
| YTD | -10.6% | +43.0% | -53.6% | -19.4% |
| 1Y | -30.3% | +19.4% | -49.7% | -34.2% |
| All | +66.7% | +68.7% | -2.0% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 LNG 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