-30.8%
IBIT vs REPL
+175.2%
-205.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.6% | -6.1% | -1.5% |
| 7D | -5.4% | +12.7% | -18.1% | -5.3% |
| 30D | -10.5% | +73.5% | -83.9% | -10.3% |
| 3M | +15.0% | +70.3% | -55.3% | +15.2% |
| 6M | -8.3% | +472.0% | -480.3% | -8.2% |
| YTD | -16.1% | +139.5% | -155.6% | -18.8% |
| 1Y | -30.8% | +167.3% | -198.0% | -36.3% |
| All | -30.8% | +175.2% | -205.9% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling