+58.9%
IBIT vs LOW
+12.0%
+46.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.7% | -1.9% |
| 7D | -2.4% | +6.4% | -8.8% | -3.6% |
| 30D | -9.1% | +25.6% | -34.7% | -13.2% |
| 3M | +15.0% | +4.6% | +10.4% | +14.1% |
| 6M | -6.9% | +2.5% | -9.4% | -7.2% |
| YTD | -14.8% | -1.6% | -13.1% | -14.9% |
| 1Y | -28.1% | +1.7% | -29.9% | -29.3% |
| All | +58.9% | +12.0% | +46.9% | +38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling