+56.5%
IBIT vs NVTS
+31.9%
+24.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.4% |
| 7D | -5.4% | +9.6% | -15.0% | -6.1% |
| 30D | -10.5% | -13.0% | +2.5% | -9.9% |
| 3M | +15.0% | -28.8% | +43.8% | +17.2% |
| 6M | -8.3% | -48.5% | +40.2% | -5.9% |
| YTD | -16.1% | +31.4% | -47.4% | -20.1% |
| 1Y | -30.8% | -2.3% | -28.5% | -33.1% |
| All | +56.5% | +31.9% | +24.6% | +65.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling