+46.2%
IBIT vs OMC
+8.8%
+37.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -3.8% |
| 7D | -9.2% | +1.9% | -11.1% | -9.6% |
| 30D | -15.8% | +12.2% | -28.0% | -18.0% |
| 3M | +8.5% | +0.6% | +7.9% | +8.3% |
| 6M | -13.7% | +21.0% | -34.7% | -17.9% |
| YTD | -21.6% | +12.4% | -33.9% | -24.3% |
| 1Y | -30.0% | +25.4% | -55.4% | -34.5% |
| All | +46.2% | +8.8% | +37.4% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling