-20.7%
IBIT vs OUST
+11.1%
-31.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +15.7% | -12.8% | +0.6% |
| 7D | -1.8% | -0.2% | -1.5% | -1.9% |
| 30D | -6.7% | -24.0% | +17.3% | -3.4% |
| 3M | +24.6% | -29.9% | +54.5% | +29.5% |
| 6M | -0.2% | +19.1% | -19.3% | -14.3% |
| YTD | -8.7% | +55.0% | -63.7% | -33.0% |
| 1Y | -20.7% | +21.2% | -41.9% | -36.3% |
| All | -20.7% | +11.1% | -31.8% | -36.3% |
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