-29.7%
IBIT vs OUST
+42.6%
-72.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +10.8% | -12.2% | -2.9% |
| 7D | -2.4% | +36.7% | -39.1% | -7.1% |
| 30D | -9.1% | -3.3% | -5.8% | -9.4% |
| 3M | +15.0% | -11.1% | +26.1% | +15.1% |
| 6M | -6.9% | +53.1% | -59.9% | -24.4% |
| YTD | -14.8% | +78.2% | -93.0% | -39.7% |
| All | -29.7% | +42.6% | -72.3% | -47.1% |
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