+58.9%
IBIT vs LTH
+219.4%
-160.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -2.4% | +7.0% | -9.4% | -3.9% |
| 30D | -9.1% | +15.4% | -24.5% | -12.3% |
| 3M | +15.0% | +7.0% | +8.0% | +12.8% |
| 6M | -6.9% | +46.9% | -53.7% | -16.5% |
| YTD | -14.8% | +76.4% | -91.2% | -28.2% |
| 1Y | -28.1% | +83.7% | -111.9% | -40.4% |
| All | +58.9% | +219.4% | -160.5% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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