+66.3%
IBIT vs NVS
+42.2%
+24.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | +1.1% | -15.4% | +16.5% | +1.8% |
| 30D | +22.2% | -12.3% | +34.6% | +22.9% |
| 3M | +26.0% | -7.8% | +33.8% | +26.5% |
| 6M | +13.2% | -13.0% | +26.2% | +13.6% |
| YTD | -10.8% | +2.8% | -13.5% | -10.2% |
| 1Y | -29.9% | +10.6% | -40.6% | -29.4% |
| All | +66.3% | +42.2% | +24.1% | +71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling