+61.0%
IBIT vs RUN
-37.9%
+99.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.4% |
| 7D | -1.1% | +33.4% | -34.5% | -3.0% |
| 30D | -9.2% | +31.1% | -40.3% | -10.8% |
| 3M | +17.5% | +6.4% | +11.1% | +16.7% |
| 6M | -7.2% | -22.2% | +15.0% | -6.3% |
| YTD | -13.6% | -45.8% | +32.1% | -11.6% |
| 1Y | -25.1% | -51.1% | +26.0% | -23.1% |
| All | +61.0% | -37.9% | +99.0% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 5y: compounded portfolio wealth divided by compounded RUN 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…
5y analysis · Full analysis span regression · 6 months rolling