+66.7%
IBIT vs OTIS
-15.3%
+82.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -1.5% |
| 7D | +1.4% | -0.8% | +2.2% | +1.6% |
| 30D | +20.6% | -4.7% | +25.4% | +21.9% |
| 3M | +23.7% | +1.2% | +22.5% | +23.0% |
| 6M | +15.0% | -20.5% | +35.5% | +21.5% |
| YTD | -10.6% | -18.4% | +7.9% | -6.5% |
| 1Y | -30.3% | -18.1% | -12.2% | -27.2% |
| All | +66.7% | -15.3% | +82.0% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling