+66.7%
IBIT vs ON
-6.0%
+72.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.4% | +2.6% | -1.0% |
| 7D | +1.4% | -2.2% | +3.6% | +1.9% |
| 30D | +20.6% | -12.4% | +33.1% | +23.7% |
| 3M | +23.7% | -41.2% | +64.9% | +35.6% |
| 6M | +15.0% | +25.0% | -10.0% | +4.1% |
| YTD | -10.6% | +31.3% | -41.9% | -20.4% |
| 1Y | -30.3% | +45.4% | -75.7% | -39.7% |
| All | +66.7% | -6.0% | +72.7% | +58.2% |
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