+46.2%
IBIT vs NUE
+55.0%
-8.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.5% | -0.1% | -2.6% |
| 7D | -9.2% | +2.8% | -11.9% | -9.9% |
| 30D | -15.8% | -2.1% | -13.7% | -15.3% |
| 3M | +8.5% | -7.3% | +15.9% | +10.3% |
| 6M | -13.7% | +8.9% | -22.6% | -17.4% |
| YTD | -21.6% | +55.6% | -77.2% | -34.1% |
| 1Y | -30.0% | +74.7% | -104.6% | -43.6% |
| All | +46.2% | +55.0% | -8.8% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling