+56.5%
IBIT vs OUST
+477.3%
-420.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.4% |
| 7D | -5.4% | +31.9% | -37.3% | -9.4% |
| 30D | -10.5% | -4.2% | -6.3% | -10.6% |
| 3M | +15.0% | -9.3% | +24.3% | +14.9% |
| 6M | -8.3% | +51.7% | -60.0% | -19.3% |
| YTD | -16.1% | +76.6% | -92.7% | -29.1% |
| 1Y | -30.8% | +48.9% | -79.6% | -40.2% |
| All | +56.5% | +477.3% | -420.8% | +3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling