-20.7%
IBIT vs NVS
+37.6%
-58.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.6% | -0.7% | +2.6% |
| 7D | -1.8% | +5.7% | -7.5% | -2.2% |
| 30D | -6.7% | +17.1% | -23.7% | -8.0% |
| 3M | +24.6% | +7.6% | +16.9% | +23.7% |
| 6M | -0.2% | +14.1% | -14.2% | -2.3% |
| YTD | -8.7% | +23.3% | -32.0% | -11.2% |
| 1Y | -20.7% | +36.0% | -56.7% | -24.7% |
| All | -20.7% | +37.6% | -58.4% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling