-29.9%
IBIT vs OMC
+2.6%
-32.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.3% |
| 7D | +1.1% | -4.2% | +5.4% | +1.8% |
| 30D | +22.2% | -7.5% | +29.7% | +23.5% |
| 3M | +26.0% | +4.6% | +21.4% | +25.0% |
| 6M | +13.2% | -4.8% | +18.0% | +13.4% |
| YTD | -10.8% | -1.0% | -9.8% | -12.3% |
| 1Y | -29.9% | +3.8% | -33.8% | -30.0% |
| All | -29.9% | +2.6% | -32.6% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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