+66.3%
IBIT vs NUE
+58.4%
+7.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | +1.1% | -2.3% | +3.4% | +1.8% |
| 30D | +22.2% | -6.1% | +28.3% | +24.3% |
| 3M | +26.0% | +1.7% | +24.4% | +24.4% |
| 6M | +13.2% | +53.1% | -39.9% | -3.6% |
| YTD | -10.8% | +59.0% | -69.8% | -25.2% |
| 1Y | -29.9% | +85.3% | -115.3% | -44.6% |
| All | +66.3% | +58.4% | +7.9% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling