+58.9%
IBIT vs REPL
+154.7%
-95.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.3% | -1.3% |
| 7D | -2.4% | +14.2% | -16.6% | -2.5% |
| 30D | -9.1% | +65.9% | -75.0% | -9.6% |
| 3M | +15.0% | +84.6% | -69.6% | +14.2% |
| 6M | -6.9% | +446.9% | -453.8% | -9.7% |
| YTD | -14.8% | +129.0% | -143.8% | -17.1% |
| 1Y | -28.1% | +167.9% | -196.0% | -30.4% |
| All | +58.9% | +154.7% | -95.8% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling