+58.9%
IBIT vs OPEN
-60.8%
+119.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | -2.4% | -21.7% | +19.3% | -1.0% |
| 30D | -9.1% | -36.5% | +27.4% | -6.6% |
| 3M | +15.0% | -59.5% | +74.5% | +21.5% |
| 6M | -6.9% | -71.9% | +65.0% | +0.3% |
| YTD | -14.8% | -75.8% | +61.1% | -7.8% |
| 1Y | -28.1% | -78.5% | +50.4% | -21.9% |
| All | +58.9% | -60.8% | +119.8% | +70.2% |
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 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