+66.7%
IBIT vs LNT
+46.4%
+20.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.0% |
| 7D | +1.4% | +1.0% | +0.4% | +1.3% |
| 30D | +20.6% | -1.1% | +21.7% | +20.8% |
| 3M | +23.7% | -3.6% | +27.3% | +24.2% |
| 6M | +15.0% | -2.7% | +17.7% | +15.0% |
| YTD | -10.6% | +8.0% | -18.6% | -13.5% |
| 1Y | -30.3% | +10.5% | -40.8% | -33.1% |
| All | +66.7% | +46.4% | +20.3% | +41.8% |
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