+51.6%
IBIT vs ON
-2.5%
+54.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.5% |
| 7D | -6.2% | +17.0% | -23.2% | -9.2% |
| 30D | -14.4% | -3.9% | -10.5% | -13.9% |
| 3M | +12.5% | -11.5% | +24.0% | +14.4% |
| 6M | -11.9% | -29.2% | +17.3% | -8.3% |
| YTD | -18.7% | +36.2% | -54.9% | -28.6% |
| 1Y | -29.9% | +49.6% | -79.6% | -39.9% |
| All | +51.6% | -2.5% | +54.0% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 10y: compounded portfolio wealth divided by compounded ON 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…
10y analysis · Full analysis span regression · 6 months rolling