+66.3%
IBIT vs RMD
+27.3%
+39.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +1.1% | -4.7% | +5.9% | +2.1% |
| 30D | +22.2% | +0.2% | +22.0% | +22.2% |
| 3M | +26.0% | +12.0% | +14.0% | +23.1% |
| 6M | +13.2% | -12.5% | +25.7% | +16.2% |
| YTD | -10.8% | -7.9% | -2.9% | -9.3% |
| 1Y | -29.9% | -20.4% | -9.6% | -26.8% |
| All | +66.3% | +27.3% | +39.0% | +58.1% |
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