+58.9%
IBIT vs RACE
+21.6%
+37.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.5% |
| 7D | -2.4% | +3.9% | -6.3% | -3.3% |
| 30D | -9.1% | +7.4% | -16.5% | -10.8% |
| 3M | +15.0% | +1.6% | +13.4% | +14.5% |
| 6M | -6.9% | +23.3% | -30.2% | -12.1% |
| YTD | -14.8% | +14.7% | -29.4% | -18.4% |
| 1Y | -28.1% | +2.5% | -30.7% | -28.7% |
| All | +58.9% | +21.6% | +37.3% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 5y: compounded portfolio wealth divided by compounded RACE 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…
5y analysis · Full analysis span regression · 6 months rolling