-27.5%
IBIT vs OUST
+33.5%
-61.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.6% |
| 7D | +3.0% | +5.2% | -2.2% | +2.3% |
| 30D | +23.1% | -19.3% | +42.4% | +26.3% |
| 3M | +25.6% | -22.6% | +48.2% | +25.2% |
| 6M | +9.1% | +62.8% | -53.6% | -11.1% |
| YTD | -8.9% | +68.3% | -77.2% | -27.6% |
| 1Y | -27.5% | +28.5% | -56.0% | -39.7% |
| All | -27.5% | +33.5% | -61.0% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 1y: compounded portfolio wealth divided by compounded OUST 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…
1y analysis · Full analysis span regression · 6 months rolling