+64.4%
IBIT vs NUE
+59.4%
+5.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.3% | -0.2% |
| 7D | -3.2% | -0.6% | -2.6% | -3.0% |
| 30D | +22.0% | -4.6% | +26.5% | +23.4% |
| 3M | +21.4% | -0.3% | +21.7% | +20.7% |
| 6M | +9.2% | +51.9% | -42.7% | -6.7% |
| YTD | -11.8% | +60.0% | -71.8% | -26.2% |
| 1Y | -32.7% | +82.9% | -115.6% | -46.5% |
| All | +64.4% | +59.4% | +5.0% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling