-38.2%
IBIT vs Q
+74.5%
-112.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.4% | -3.7% |
| 7D | -6.2% | +11.5% | -17.7% | -8.7% |
| 30D | -14.4% | -0.2% | -14.2% | -14.5% |
| 3M | +12.5% | -13.6% | +26.0% | +15.7% |
| 6M | -11.9% | -27.0% | +15.2% | -6.3% |
| YTD | -18.7% | +50.5% | -69.2% | -31.8% |
| 1Y | -29.9% | +33.8% | -63.7% | -40.9% |
| All | -38.2% | +74.5% | -112.6% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling