-20.7%
IBIT vs M
+36.6%
-57.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.6% | -4.7% | +2.2% |
| 7D | -1.8% | +8.3% | -10.0% | -2.5% |
| 30D | -6.7% | +14.2% | -20.8% | -7.8% |
| 3M | +24.6% | -1.1% | +25.7% | +24.4% |
| 6M | -0.2% | +36.6% | -36.8% | -2.8% |
| YTD | -8.7% | +19.8% | -28.5% | -10.4% |
| 1Y | -20.7% | +37.2% | -57.9% | -23.7% |
| All | -20.7% | +36.6% | -57.3% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 1y: compounded portfolio wealth divided by compounded M 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…
1y analysis · Full analysis span regression · 6 months rolling