+56.5%
IBIT vs ROL
-7.6%
+64.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.5% |
| 7D | -5.4% | +3.4% | -8.8% | -5.5% |
| 30D | -10.5% | +20.8% | -31.2% | -11.0% |
| 3M | +15.0% | +3.7% | +11.3% | +15.3% |
| 6M | -8.3% | -27.7% | +19.4% | -6.7% |
| YTD | -16.1% | -34.9% | +18.9% | -14.3% |
| 1Y | -30.8% | -33.3% | +2.5% | -29.5% |
| All | +56.5% | -7.6% | +64.1% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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