+61.0%
IBIT vs ON
-16.2%
+77.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -1.1% | -11.7% | +10.6% | +1.3% |
| 30D | -9.2% | -23.3% | +14.1% | -4.4% |
| 3M | +17.5% | -19.2% | +36.7% | +21.9% |
| 6M | -7.2% | -40.1% | +33.0% | 0.0% |
| YTD | -13.6% | +16.9% | -30.6% | -21.6% |
| 1Y | -25.1% | +29.7% | -54.8% | -33.9% |
| All | +61.0% | -16.2% | +77.3% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling