+66.7%
IBIT vs NVTS
+68.8%
-2.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.0% |
| 7D | +1.4% | +9.7% | -8.2% | +0.7% |
| 30D | +20.6% | -13.6% | +34.2% | +21.7% |
| 3M | +23.7% | -51.0% | +74.7% | +29.0% |
| 6M | +15.0% | +46.3% | -31.3% | +9.1% |
| YTD | -10.6% | +68.1% | -78.7% | -16.1% |
| 1Y | -30.3% | +113.9% | -144.2% | -35.9% |
| All | +66.7% | +68.8% | -2.1% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 3y: compounded portfolio wealth divided by compounded NVTS 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…
3y analysis · Full analysis span regression · 6 months rolling