+64.0%
IBIT vs NTR
+60.2%
+3.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -0.9% |
| 7D | -5.8% | -2.5% | -3.3% | -5.3% |
| 30D | +21.5% | +17.0% | +4.5% | +18.3% |
| 3M | +24.5% | +22.2% | +2.3% | +20.0% |
| 6M | +10.0% | +5.2% | +4.8% | +8.4% |
| YTD | -12.0% | +29.7% | -41.7% | -17.6% |
| 1Y | -32.3% | +39.4% | -71.7% | -37.8% |
| All | +64.0% | +60.2% | +3.9% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling