+56.5%
IBIT vs LNT
+57.4%
-0.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.5% |
| 7D | -5.4% | +1.6% | -6.9% | -5.6% |
| 30D | -10.5% | +12.1% | -22.5% | -12.0% |
| 3M | +15.0% | +8.2% | +6.8% | +13.6% |
| 6M | -8.3% | +3.6% | -11.9% | -8.9% |
| YTD | -16.1% | +16.2% | -32.2% | -19.7% |
| 1Y | -30.8% | +12.8% | -43.5% | -33.0% |
| All | +56.5% | +57.4% | -0.9% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling