-32.3%
IBIT vs NUE
+83.1%
-115.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | -1.2% |
| 7D | -5.8% | -2.7% | -3.1% | -5.4% |
| 30D | +21.5% | -6.1% | +27.6% | +22.9% |
| 3M | +24.5% | +2.2% | +22.3% | +23.1% |
| 6M | +10.0% | +50.8% | -40.8% | -4.7% |
| YTD | -12.0% | +57.5% | -69.6% | -24.9% |
| 1Y | -32.3% | +82.5% | -114.8% | -45.4% |
| All | -32.3% | +83.1% | -115.4% | -45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling