-40.3%
IBIT vs Q
+68.3%
-108.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.5% | 0.0% | -2.7% |
| 7D | -9.2% | +1.2% | -10.4% | -9.5% |
| 30D | -15.8% | -2.7% | -13.1% | -15.3% |
| 3M | +8.5% | -16.9% | +25.5% | +12.7% |
| 6M | -13.7% | -26.9% | +13.2% | -8.4% |
| YTD | -21.6% | +45.2% | -66.8% | -33.6% |
| 1Y | -30.0% | +38.1% | -68.1% | -40.7% |
| All | -40.3% | +68.3% | -108.7% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling