+69.8%
IBIT vs NVS
+65.5%
+4.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -2.4% |
| 7D | +3.0% | +4.0% | -1.0% | +3.0% |
| 30D | +23.1% | +3.6% | +19.5% | +23.0% |
| 3M | +25.6% | +7.8% | +17.8% | +25.2% |
| 6M | +9.1% | -0.2% | +9.3% | +8.8% |
| YTD | -8.9% | +19.6% | -28.5% | -8.9% |
| 1Y | -27.5% | +28.4% | -55.8% | -27.3% |
| All | +69.8% | +65.5% | +4.3% | +73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling