-11.9%
IBIT vs QSR
-2.4%
-9.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -2.9% | -4.0% |
| 7D | -6.2% | -3.9% | -2.3% | -5.2% |
| 30D | -14.4% | +5.9% | -20.3% | -15.8% |
| 3M | +12.5% | +1.7% | +10.8% | +13.5% |
| 6M | -11.9% | -1.9% | -10.0% | -11.2% |
| All | -11.9% | -2.4% | -9.5% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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