-27.5%
IBIT vs LOW
-20.7%
-6.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.4% |
| 7D | +3.0% | -1.7% | +4.8% | +2.9% |
| 30D | +23.1% | -7.0% | +30.2% | +22.7% |
| 3M | +25.6% | -0.9% | +26.4% | +25.6% |
| 6M | +9.1% | -20.1% | +29.2% | +5.6% |
| YTD | -8.9% | -13.9% | +5.0% | -7.8% |
| 1Y | -27.5% | -21.1% | -6.3% | -23.8% |
| All | -27.5% | -20.7% | -6.8% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 1y: compounded portfolio wealth divided by compounded LOW 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…
1y analysis · Full analysis span regression · 6 months rolling