+66.7%
IBIT vs NVDL
+525.6%
-458.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.0% | +2.1% | -1.3% |
| 7D | +1.4% | +7.3% | -5.9% | +0.4% |
| 30D | +20.6% | -0.7% | +21.3% | +20.3% |
| 3M | +23.7% | +9.5% | +14.2% | +20.7% |
| 6M | +15.0% | +41.6% | -26.6% | +7.0% |
| YTD | -10.6% | +23.3% | -33.9% | -15.3% |
| 1Y | -30.3% | +40.3% | -70.6% | -35.6% |
| All | +66.7% | +525.6% | -458.9% | +20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling