-29.9%
IBIT vs NI
+7.3%
-37.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.0% | -4.5% |
| 7D | -6.2% | +3.1% | -9.3% | -6.6% |
| 30D | -14.4% | +11.2% | -25.5% | -15.6% |
| 3M | +12.5% | +9.8% | +2.6% | +10.9% |
| 6M | -11.9% | -1.6% | -10.3% | -10.6% |
| YTD | -18.7% | +12.6% | -31.4% | -22.6% |
| 1Y | -29.9% | +7.8% | -37.7% | -30.6% |
| All | -29.9% | +7.3% | -37.2% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling