-29.9%
IBIT vs NVS
+26.1%
-56.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.4% | -4.4% |
| 7D | -6.2% | -1.0% | -5.2% | -6.1% |
| 30D | -14.4% | +12.5% | -26.9% | -15.4% |
| 3M | +12.5% | +5.2% | +7.2% | +11.7% |
| 6M | -11.9% | +8.2% | -20.0% | -13.3% |
| YTD | -18.7% | +19.8% | -38.5% | -22.2% |
| 1Y | -29.9% | +24.8% | -54.7% | -33.9% |
| All | -29.9% | +26.1% | -56.0% | -33.9% |
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