+58.6%
IBIT vs O
+18.1%
+40.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | -6.8% | +0.6% | -7.4% | -6.9% |
| 30D | -9.9% | +9.4% | -19.3% | -11.2% |
| 3M | +17.5% | -2.4% | +19.9% | +18.3% |
| 6M | -9.1% | -1.9% | -7.2% | -8.7% |
| YTD | -14.9% | +10.5% | -25.4% | -17.5% |
| 1Y | -27.6% | +10.0% | -37.6% | -29.8% |
| All | +58.6% | +18.1% | +40.5% | +52.7% |
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