-30.3%
IBIT vs S
+4.5%
-34.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.4% |
| 7D | +1.4% | -5.8% | +7.3% | +2.7% |
| 30D | +20.6% | -9.2% | +29.8% | +22.3% |
| 3M | +23.7% | +23.4% | +0.3% | +15.4% |
| 6M | +15.0% | +36.9% | -21.9% | +2.4% |
| YTD | -10.6% | +29.5% | -40.1% | -19.2% |
| 1Y | -30.3% | +5.4% | -35.7% | -32.9% |
| All | -30.3% | +4.5% | -34.8% | -32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling