-25.1%
IBIT vs OUST
+32.6%
-57.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +14.0% | -14.4% | -2.4% |
| 7D | -1.1% | +17.0% | -18.1% | -3.7% |
| 30D | -9.2% | -16.5% | +7.3% | -7.4% |
| 3M | +17.5% | -23.7% | +41.2% | +20.5% |
| 6M | -7.2% | +18.4% | -25.5% | -20.0% |
| YTD | -13.6% | +60.8% | -74.4% | -37.9% |
| 1Y | -25.1% | +44.2% | -69.3% | -44.4% |
| All | -25.1% | +32.6% | -57.7% | -44.4% |
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