+58.9%
IBIT vs S
-4.1%
+63.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.0% | -9.3% | -3.4% |
| 7D | -2.4% | +1.6% | -3.9% | -2.9% |
| 30D | -9.1% | -10.5% | +1.4% | -6.9% |
| 3M | +15.0% | +9.9% | +5.1% | +10.1% |
| 6M | -6.9% | +41.8% | -48.7% | -18.3% |
| YTD | -14.8% | +56.8% | -71.6% | -28.5% |
| 1Y | -28.1% | +39.0% | -67.1% | -37.4% |
| All | +58.9% | -4.1% | +63.0% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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