-7.0%
IBIT vs QLD
-13.4%
+6.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -12.7% | +7.7% | -0.2% |
| 7D | -5.9% | -18.6% | +12.7% | +1.5% |
| 30D | -11.3% | -28.3% | +17.0% | 0.0% |
| 3M | +17.1% | -20.4% | +37.5% | +27.1% |
| 6M | -7.0% | -14.3% | +7.3% | -3.2% |
| All | -7.0% | -13.4% | +6.4% | -3.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling