+66.3%
IBIT vs NOC
+14.2%
+52.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | +1.1% | -1.6% | +2.7% | +1.2% |
| 30D | +22.2% | -10.4% | +32.6% | +22.5% |
| 3M | +26.0% | -5.6% | +31.6% | +26.0% |
| 6M | +13.2% | -30.4% | +43.6% | +15.5% |
| YTD | -10.8% | -8.5% | -2.3% | -10.7% |
| 1Y | -29.9% | -8.3% | -21.6% | -29.8% |
| All | +66.3% | +14.2% | +52.1% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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