-27.5%
IBIT vs NTR
+43.1%
-70.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.9% | -2.2% |
| 7D | +3.0% | +8.1% | -5.1% | +2.0% |
| 30D | +23.1% | +18.8% | +4.4% | +20.8% |
| 3M | +25.6% | +16.2% | +9.4% | +23.4% |
| 6M | +9.1% | +9.8% | -0.6% | +6.4% |
| YTD | -8.9% | +30.9% | -39.8% | -15.3% |
| 1Y | -27.5% | +41.8% | -69.2% | -33.3% |
| All | -27.5% | +43.1% | -70.5% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling