+66.7%
IBIT vs NTAP
+128.6%
-61.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -2.4% |
| 7D | +1.4% | +3.3% | -1.8% | +0.6% |
| 30D | +20.6% | -0.2% | +20.8% | +20.2% |
| 3M | +23.7% | +11.4% | +12.3% | +19.0% |
| 6M | +15.0% | +88.7% | -73.7% | -8.4% |
| YTD | -10.6% | +78.9% | -89.5% | -27.5% |
| 1Y | -30.3% | +58.8% | -89.1% | -41.1% |
| All | +66.7% | +128.6% | -61.9% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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