-32.7%
IBIT vs NI
+4.4%
-37.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.2% | 0.0% | -3.3% | -3.2% |
| 30D | +22.0% | -1.4% | +23.3% | +22.2% |
| 3M | +21.4% | -10.6% | +32.0% | +24.9% |
| 6M | +9.2% | -9.3% | +18.6% | +11.2% |
| YTD | -11.8% | +1.1% | -13.0% | -14.8% |
| 1Y | -32.7% | +3.4% | -36.1% | -34.9% |
| All | -32.7% | +4.4% | -37.1% | -34.9% |
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