+46.2%
IBIT vs ONTO
+44.7%
+1.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.9% | -0.6% | -3.0% |
| 7D | -9.2% | +17.5% | -26.7% | -12.0% |
| 30D | -15.8% | -15.7% | -0.1% | -13.7% |
| 3M | +8.5% | -39.7% | +48.3% | +17.3% |
| 6M | -13.7% | -26.5% | +12.8% | -12.7% |
| YTD | -21.6% | +29.0% | -50.6% | -30.2% |
| 1Y | -30.0% | +57.0% | -86.9% | -40.1% |
| All | +46.2% | +44.7% | +1.5% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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