+66.3%
IBIT vs OTIS
-16.2%
+82.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | +1.1% | -2.2% | +3.3% | +1.7% |
| 30D | +22.2% | -4.3% | +26.6% | +23.4% |
| 3M | +26.0% | -2.2% | +28.2% | +26.4% |
| 6M | +13.2% | -19.9% | +33.1% | +19.3% |
| YTD | -10.8% | -19.3% | +8.5% | -6.5% |
| 1Y | -29.9% | -19.6% | -10.4% | -26.5% |
| All | +66.3% | -16.2% | +82.6% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling