+61.6%
IBIT vs OUST
+361.0%
-299.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -9.0% | +3.9% | -3.8% |
| 7D | -5.9% | -5.0% | -0.8% | -5.3% |
| 30D | -11.3% | -32.0% | +20.8% | -6.7% |
| 3M | +17.1% | -32.4% | +49.5% | +22.3% |
| 6M | -7.0% | +6.7% | -13.7% | -13.7% |
| YTD | -13.3% | +41.0% | -54.4% | -24.2% |
| 1Y | -27.0% | +18.0% | -44.9% | -34.6% |
| All | +61.6% | +361.0% | -299.4% | +10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling