-29.7%
IBIT vs O
+10.4%
-40.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.2% |
| 7D | -2.4% | +3.3% | -5.7% | -2.1% |
| 30D | -9.1% | +10.3% | -19.4% | -8.2% |
| 3M | +15.0% | -3.5% | +18.5% | +15.2% |
| 6M | -6.9% | -1.3% | -5.6% | -6.4% |
| YTD | -14.8% | +10.3% | -25.1% | -16.3% |
| All | -29.7% | +10.4% | -40.1% | -31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling