-30.0%
IBIT vs QID
-20.9%
-9.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -2.2% |
| 7D | -9.2% | -7.1% | -2.0% | -12.3% |
| 30D | -15.8% | +12.6% | -28.4% | -9.1% |
| 3M | +8.5% | +14.2% | -5.7% | +18.8% |
| 6M | -13.7% | +6.2% | -19.9% | -7.6% |
| YTD | -21.6% | -21.8% | +0.2% | -31.7% |
| 1Y | -30.0% | -23.1% | -6.8% | -39.2% |
| All | -30.0% | -20.9% | -9.1% | -39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling