+69.8%
IBIT vs QID
-69.4%
+139.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.1% | -2.6% |
| 7D | +3.0% | -0.6% | +3.7% | +2.8% |
| 30D | +23.1% | 0.0% | +23.1% | +23.3% |
| 3M | +25.6% | +3.7% | +21.8% | +30.4% |
| 6M | +9.1% | -29.9% | +39.0% | -5.8% |
| YTD | -8.9% | -28.8% | +19.9% | -19.9% |
| 1Y | -27.5% | -37.2% | +9.7% | -38.7% |
| All | +69.8% | -69.4% | +139.3% | +17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling