+58.9%
IBIT vs O
+18.0%
+40.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | -2.4% | +3.3% | -5.7% | -2.9% |
| 30D | -9.1% | +10.3% | -19.4% | -10.6% |
| 3M | +15.0% | -3.5% | +18.5% | +15.9% |
| 6M | -6.9% | -1.3% | -5.6% | -6.6% |
| YTD | -14.8% | +10.3% | -25.1% | -17.3% |
| 1Y | -28.1% | +10.4% | -38.5% | -30.4% |
| All | +58.9% | +18.0% | +40.9% | +53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling