+66.7%
IBIT vs NTR
+64.1%
+2.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -2.1% |
| 7D | +1.4% | +3.8% | -2.4% | +0.8% |
| 30D | +20.6% | +25.2% | -4.6% | +16.1% |
| 3M | +23.7% | +21.0% | +2.7% | +19.5% |
| 6M | +15.0% | +7.6% | +7.4% | +12.8% |
| YTD | -10.6% | +32.9% | -43.5% | -16.6% |
| 1Y | -30.3% | +43.1% | -73.4% | -36.2% |
| All | +66.7% | +64.1% | +2.6% | +42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling