+61.6%
IBIT vs P
+155.2%
-93.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -16.4% | +11.3% | -1.7% |
| 7D | -5.9% | -31.9% | +26.0% | +1.6% |
| 30D | -11.3% | -36.5% | +25.3% | -3.2% |
| 3M | +17.1% | +11.6% | +5.5% | +11.6% |
| 6M | -7.0% | +25.2% | -32.2% | -15.1% |
| YTD | -13.3% | +39.4% | -52.8% | -23.2% |
| 1Y | -27.0% | -3.7% | -23.3% | -31.0% |
| All | +61.6% | +155.2% | -93.6% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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