-20.7%
IBIT vs OPEN
-72.7%
+51.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +13.8% | -10.9% | +0.9% |
| 7D | -1.8% | +3.7% | -5.4% | -2.4% |
| 30D | -6.7% | -14.3% | +7.6% | -4.9% |
| 3M | +24.6% | -51.9% | +76.5% | +37.8% |
| 6M | -0.2% | -61.4% | +61.2% | +13.2% |
| YTD | -8.7% | -66.0% | +57.3% | +3.5% |
| 1Y | -20.7% | -71.4% | +50.7% | -8.2% |
| All | -20.7% | -72.7% | +51.9% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling