+61.0%
IBIT vs QLD
+96.5%
-35.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.9% | -1.6% |
| 7D | -1.1% | -10.3% | +9.2% | +3.8% |
| 30D | -9.2% | -26.1% | +16.9% | +4.5% |
| 3M | +17.5% | -17.8% | +35.3% | +28.3% |
| 6M | -7.2% | -15.6% | +8.4% | -1.4% |
| YTD | -13.6% | +5.4% | -19.0% | -18.1% |
| 1Y | -25.1% | +5.2% | -30.3% | -29.0% |
| All | +61.0% | +96.5% | -35.5% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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