-20.7%
IBIT vs NEM
+50.9%
-71.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.9% | -7.0% | -0.4% |
| 7D | -1.8% | +3.7% | -5.4% | -3.0% |
| 30D | -6.7% | +2.0% | -8.6% | -7.5% |
| 3M | +24.6% | +21.1% | +3.5% | +16.5% |
| 6M | -0.2% | +9.5% | -9.7% | -4.1% |
| YTD | -8.7% | +19.1% | -27.8% | -16.1% |
| 1Y | -20.7% | +51.1% | -71.8% | -34.9% |
| All | -20.7% | +50.9% | -71.6% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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