+61.0%
IBIT vs RMD
+36.2%
+24.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.3% | 0.0% |
| 7D | -1.1% | +2.3% | -3.4% | -1.6% |
| 30D | -9.2% | +4.1% | -13.3% | -9.8% |
| 3M | +17.5% | +5.7% | +11.8% | +16.2% |
| 6M | -7.2% | +12.9% | -20.1% | -9.5% |
| YTD | -13.6% | -1.5% | -12.1% | -13.3% |
| 1Y | -25.1% | -4.8% | -20.4% | -24.4% |
| All | +61.0% | +36.2% | +24.9% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 3y: compounded portfolio wealth divided by compounded RMD 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…
3y analysis · Full analysis span regression · 6 months rolling