+58.6%
IBIT vs ROL
-7.5%
+66.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -6.8% | +0.8% | -7.6% | -6.8% |
| 30D | -9.9% | +20.6% | -30.4% | -10.4% |
| 3M | +17.5% | +4.5% | +13.0% | +17.8% |
| 6M | -9.1% | -26.5% | +17.4% | -7.6% |
| YTD | -14.9% | -34.8% | +19.9% | -13.1% |
| 1Y | -27.6% | -33.2% | +5.6% | -26.3% |
| All | +58.6% | -7.5% | +66.1% | +42.4% |
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