+66.7%
IBIT vs NDAQ
+72.4%
-5.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -0.9% |
| 7D | +1.4% | -2.6% | +4.0% | +2.8% |
| 30D | +20.6% | +0.5% | +20.1% | +20.4% |
| 3M | +23.7% | +9.9% | +13.8% | +17.3% |
| 6M | +15.0% | +8.2% | +6.8% | +9.5% |
| YTD | -10.6% | -1.5% | -9.1% | -10.3% |
| 1Y | -30.3% | +1.3% | -31.6% | -31.4% |
| All | +66.7% | +72.4% | -5.7% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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