+51.6%
IBIT vs NI
+84.1%
-32.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.0% | -4.6% |
| 7D | -6.2% | +3.1% | -9.3% | -7.2% |
| 30D | -14.4% | +11.2% | -25.5% | -17.4% |
| 3M | +12.5% | +9.8% | +2.6% | +8.9% |
| 6M | -11.9% | -1.6% | -10.3% | -11.3% |
| YTD | -18.7% | +12.6% | -31.4% | -22.8% |
| 1Y | -29.9% | +7.8% | -37.7% | -32.2% |
| All | +51.6% | +84.1% | -32.5% | +6.5% |
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