+56.5%
IBIT vs OMC
+9.9%
+46.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -5.4% | +6.8% | -12.2% | -6.8% |
| 30D | -10.5% | +16.2% | -26.6% | -13.5% |
| 3M | +15.0% | +6.0% | +9.0% | +13.4% |
| 6M | -8.3% | +17.7% | -26.0% | -12.2% |
| YTD | -16.1% | +13.5% | -29.5% | -19.1% |
| 1Y | -30.8% | +27.2% | -58.0% | -35.5% |
| All | +56.5% | +9.9% | +46.7% | +45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling