+61.0%
IBIT vs LTH
+221.0%
-160.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | -1.1% | +4.5% | -5.6% | -2.2% |
| 30D | -9.2% | +16.3% | -25.5% | -12.5% |
| 3M | +17.5% | +8.4% | +9.1% | +14.9% |
| 6M | -7.2% | +40.3% | -47.4% | -15.7% |
| YTD | -13.6% | +77.3% | -90.9% | -27.3% |
| 1Y | -25.1% | +88.0% | -113.1% | -38.3% |
| All | +61.0% | +221.0% | -160.0% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling