+64.0%
IBIT vs LOW
-5.7%
+69.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | -5.8% | -2.6% | -3.1% | -5.2% |
| 30D | +21.5% | -11.1% | +32.7% | +24.7% |
| 3M | +24.5% | -8.5% | +33.0% | +26.6% |
| 6M | +10.0% | -20.8% | +30.8% | +15.9% |
| YTD | -12.0% | -17.2% | +5.2% | -9.0% |
| 1Y | -32.3% | -24.7% | -7.6% | -27.4% |
| All | +64.0% | -5.7% | +69.7% | +48.5% |
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