+66.3%
IBIT vs NVMI
+183.5%
-117.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | 0.0% |
| 7D | +1.1% | +6.9% | -5.8% | -0.6% |
| 30D | +22.2% | -2.8% | +25.1% | +22.7% |
| 3M | +26.0% | -27.3% | +53.4% | +34.4% |
| 6M | +13.2% | -13.7% | +26.9% | +14.0% |
| YTD | -10.8% | +13.8% | -24.6% | -16.8% |
| 1Y | -29.9% | +34.9% | -64.8% | -37.5% |
| All | +66.3% | +183.5% | -117.2% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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