+58.6%
IBIT vs OPEN
-62.1%
+120.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +1.1% |
| 7D | -6.8% | -31.1% | +24.2% | -4.6% |
| 30D | -9.9% | -34.7% | +24.8% | -7.6% |
| 3M | +17.5% | -61.9% | +79.4% | +24.7% |
| 6M | -9.1% | -71.9% | +62.8% | -2.0% |
| YTD | -14.9% | -76.6% | +61.7% | -7.8% |
| 1Y | -27.6% | -83.9% | +56.3% | -20.0% |
| All | +58.6% | -62.1% | +120.7% | +70.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling