+66.3%
IBIT vs NI
+66.3%
0.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +1.1% | +1.3% | -0.1% | +0.7% |
| 30D | +22.2% | -0.3% | +22.5% | +22.2% |
| 3M | +26.0% | -9.5% | +35.5% | +30.3% |
| 6M | +13.2% | -10.2% | +23.4% | +17.2% |
| YTD | -10.8% | +1.8% | -12.6% | -12.4% |
| 1Y | -29.9% | +5.7% | -35.6% | -32.0% |
| All | +66.3% | +66.3% | 0.0% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling