+66.3%
IBIT vs LNT
+44.8%
+21.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | +1.1% | +0.2% | +1.0% | +1.1% |
| 30D | +22.2% | -0.5% | +22.8% | +22.2% |
| 3M | +26.0% | -5.5% | +31.6% | +27.1% |
| 6M | +13.2% | -3.8% | +17.0% | +13.4% |
| YTD | -10.8% | +6.8% | -17.6% | -13.5% |
| 1Y | -29.9% | +9.3% | -39.3% | -32.6% |
| All | +66.3% | +44.8% | +21.6% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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