+46.2%
IBIT vs ON
-6.0%
+52.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.6% | +0.1% | -2.8% |
| 7D | -9.2% | +12.2% | -21.4% | -11.4% |
| 30D | -15.8% | -3.1% | -12.7% | -15.4% |
| 3M | +8.5% | -12.9% | +21.4% | +10.8% |
| 6M | -13.7% | -38.6% | +24.9% | -7.2% |
| YTD | -21.6% | +31.2% | -52.8% | -30.6% |
| 1Y | -30.0% | +47.6% | -77.6% | -39.8% |
| All | +46.2% | -6.0% | +52.2% | +38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling