+70.2%
IBIT vs QLD
+119.6%
-49.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +2.0% |
| 7D | -1.8% | -9.4% | +7.6% | +3.0% |
| 30D | -6.7% | -17.1% | +10.4% | +2.0% |
| 3M | +24.6% | -10.4% | +35.0% | +30.9% |
| 6M | -0.2% | +0.7% | -0.9% | -2.5% |
| YTD | -8.7% | +17.7% | -26.4% | -17.7% |
| 1Y | -20.7% | +14.7% | -35.4% | -27.7% |
| All | +70.2% | +119.6% | -49.3% | +14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling