+64.4%
IBIT vs OTIS
-16.5%
+80.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.2% |
| 7D | -3.2% | -3.0% | -0.3% | -2.6% |
| 30D | +22.0% | -6.0% | +28.0% | +23.6% |
| 3M | +21.4% | -0.9% | +22.3% | +21.4% |
| 6M | +9.2% | -17.3% | +26.6% | +14.3% |
| YTD | -11.8% | -19.6% | +7.7% | -7.5% |
| 1Y | -32.7% | -21.0% | -11.7% | -29.0% |
| All | +64.4% | -16.5% | +80.8% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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