+51.6%
IBIT vs P
+200.7%
-149.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.4% | -7.8% | -5.1% |
| 7D | -6.2% | +17.8% | -24.0% | -9.5% |
| 30D | -14.4% | -29.9% | +15.5% | -8.6% |
| 3M | +12.5% | -1.2% | +13.6% | +10.7% |
| 6M | -11.9% | +32.1% | -44.0% | -20.1% |
| YTD | -18.7% | +64.3% | -83.0% | -30.5% |
| 1Y | -29.9% | +24.3% | -54.2% | -37.4% |
| All | +51.6% | +200.7% | -149.2% | +7.6% |
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