+61.0%
IBIT vs NTAP
+104.9%
-43.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.1% | -15.1% | +13.9% | +2.9% |
| 30D | -9.2% | -28.1% | +18.9% | -1.6% |
| 3M | +17.5% | -11.4% | +29.0% | +20.0% |
| 6M | -7.2% | +52.2% | -59.4% | -21.2% |
| YTD | -13.6% | +60.4% | -74.1% | -28.4% |
| 1Y | -25.1% | +51.0% | -76.1% | -36.6% |
| All | +61.0% | +104.9% | -43.9% | +22.7% |
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