+69.8%
IBIT vs ON
-1.6%
+71.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.6% |
| 7D | +3.0% | +2.4% | +0.6% | +2.5% |
| 30D | +23.1% | -3.3% | +26.4% | +23.7% |
| 3M | +25.6% | -43.6% | +69.1% | +39.1% |
| 6M | +9.1% | +19.0% | -9.8% | +0.2% |
| YTD | -8.9% | +37.4% | -46.3% | -19.6% |
| 1Y | -27.5% | +54.8% | -82.2% | -38.0% |
| All | +69.8% | -1.6% | +71.4% | +59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling