+46.2%
IBIT vs OPEN
-66.9%
+113.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.6% | +0.1% | -3.3% |
| 7D | -9.2% | -15.0% | +5.8% | -8.2% |
| 30D | -15.8% | -40.2% | +24.4% | -13.1% |
| 3M | +8.5% | -67.4% | +75.9% | +16.4% |
| 6M | -13.7% | -74.0% | +60.3% | -6.4% |
| YTD | -21.6% | -79.6% | +58.0% | -14.2% |
| 1Y | -30.0% | -86.1% | +56.1% | -21.8% |
| All | +46.2% | -66.9% | +113.2% | +58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling