+58.9%
IBIT vs ONTO
+37.9%
+21.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +12.0% | -13.3% | -3.5% |
| 7D | -2.4% | +1.4% | -3.8% | -3.2% |
| 30D | -9.1% | -34.1% | +25.0% | -2.7% |
| 3M | +15.0% | -37.1% | +52.1% | +23.1% |
| 6M | -6.9% | -31.8% | +25.0% | -4.3% |
| YTD | -14.8% | +22.9% | -37.7% | -23.4% |
| 1Y | -28.1% | +39.5% | -67.6% | -37.1% |
| All | +58.9% | +37.9% | +21.0% | +40.2% |
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