+58.9%
IBIT vs NVTS
+34.7%
+24.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +11.3% | -12.6% | -2.1% |
| 7D | -2.4% | +20.8% | -23.2% | -3.9% |
| 30D | -9.1% | -11.1% | +2.0% | -8.6% |
| 3M | +15.0% | -31.0% | +46.0% | +17.4% |
| 6M | -6.9% | -47.4% | +40.5% | -4.6% |
| YTD | -14.8% | +34.2% | -48.9% | -19.0% |
| 1Y | -28.1% | +22.2% | -50.3% | -31.5% |
| All | +58.9% | +34.7% | +24.2% | +68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling