+64.0%
IBIT vs NVDX
+461.2%
-397.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.1% | -0.7% |
| 7D | -5.8% | -8.6% | +2.9% | -4.5% |
| 30D | +21.5% | -1.4% | +23.0% | +21.3% |
| 3M | +24.5% | +10.6% | +13.9% | +21.4% |
| 6M | +10.0% | +20.2% | -10.2% | +4.9% |
| YTD | -12.0% | +11.8% | -23.8% | -15.5% |
| 1Y | -32.3% | +12.9% | -45.2% | -35.5% |
| All | +64.0% | +461.2% | -397.2% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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