-9.1%
IBIT vs QS
-43.3%
+34.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.4% | +6.7% | +2.1% |
| 7D | -6.8% | -5.0% | -1.9% | -6.2% |
| 30D | -9.9% | -1.4% | -8.5% | -9.8% |
| 3M | +17.5% | -33.6% | +51.1% | +23.4% |
| 6M | -9.1% | -47.6% | +38.5% | -2.9% |
| All | -9.1% | -43.3% | +34.2% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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