+66.7%
IBIT vs O
+19.8%
+46.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | +1.4% | -0.6% | +2.0% | +1.6% |
| 30D | +20.6% | -2.0% | +22.6% | +21.1% |
| 3M | +23.7% | +3.0% | +20.7% | +22.7% |
| 6M | +15.0% | -3.6% | +18.6% | +15.8% |
| YTD | -10.6% | +12.1% | -22.6% | -13.7% |
| 1Y | -30.3% | +8.9% | -39.2% | -32.2% |
| All | +66.7% | +19.8% | +46.9% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling