-30.0%
IBIT vs QLD
+10.7%
-40.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -1.1% | -2.3% |
| 7D | -9.2% | +7.0% | -16.2% | -12.4% |
| 30D | -15.8% | -14.3% | -1.5% | -9.3% |
| 3M | +8.5% | -16.0% | +24.5% | +18.0% |
| 6M | -13.7% | -14.2% | +0.5% | -9.0% |
| YTD | -21.6% | +12.8% | -34.3% | -33.7% |
| 1Y | -30.0% | +14.1% | -44.0% | -41.2% |
| All | -30.0% | +10.7% | -40.6% | -41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling