+56.5%
IBIT vs LOW
+11.9%
+44.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -5.4% | +8.7% | -14.0% | -6.9% |
| 30D | -10.5% | +25.5% | -35.9% | -14.5% |
| 3M | +15.0% | +6.6% | +8.4% | +13.7% |
| 6M | -8.3% | +2.4% | -10.7% | -8.6% |
| YTD | -16.1% | -1.7% | -14.3% | -16.1% |
| 1Y | -30.8% | +1.7% | -32.4% | -31.8% |
| All | +56.5% | +11.9% | +44.6% | +36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling