+64.0%
IBIT vs NI
+65.3%
-1.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -5.8% | -0.6% | -5.2% | -5.6% |
| 30D | +21.5% | -1.4% | +22.9% | +22.0% |
| 3M | +24.5% | -10.6% | +35.1% | +29.3% |
| 6M | +10.0% | -9.9% | +19.9% | +13.7% |
| YTD | -12.0% | +1.2% | -13.2% | -13.4% |
| 1Y | -32.3% | +4.4% | -36.7% | -34.0% |
| All | +64.0% | +65.3% | -1.3% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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