+66.3%
IBIT vs NVDL
+514.4%
-448.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | 0.0% |
| 7D | +1.1% | -0.8% | +2.0% | +1.3% |
| 30D | +22.2% | +3.4% | +18.8% | +21.2% |
| 3M | +26.0% | +8.1% | +17.9% | +23.3% |
| 6M | +13.2% | +31.9% | -18.7% | +6.4% |
| YTD | -10.8% | +21.1% | -31.9% | -15.3% |
| 1Y | -29.9% | +34.0% | -64.0% | -34.8% |
| All | +66.3% | +514.4% | -448.0% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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