+66.3%
IBIT vs QID
-69.2%
+135.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | 0.0% |
| 7D | +1.1% | -1.9% | +3.1% | +0.3% |
| 30D | +22.2% | +1.7% | +20.5% | +23.4% |
| 3M | +26.0% | -3.9% | +29.9% | +25.3% |
| 6M | +13.2% | -30.0% | +43.2% | -2.5% |
| YTD | -10.8% | -28.2% | +17.4% | -21.3% |
| 1Y | -29.9% | -35.6% | +5.7% | -40.2% |
| All | +66.3% | -69.2% | +135.5% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling