+69.8%
IBIT vs NVMI
+182.2%
-112.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.5% | -7.9% | -3.8% |
| 7D | +3.0% | +6.6% | -3.6% | +1.4% |
| 30D | +23.1% | -7.5% | +30.6% | +25.1% |
| 3M | +25.6% | -28.5% | +54.1% | +34.4% |
| 6M | +9.1% | -15.7% | +24.9% | +10.7% |
| YTD | -8.9% | +13.3% | -22.2% | -15.0% |
| 1Y | -27.5% | +48.3% | -75.7% | -36.8% |
| All | +69.8% | +182.2% | -112.3% | +20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling