-25.1%
IBIT vs S
+31.6%
-56.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.6% |
| 7D | -1.1% | -13.4% | +12.3% | +1.3% |
| 30D | -9.2% | -14.0% | +4.8% | -7.0% |
| 3M | +17.5% | +4.9% | +12.6% | +15.0% |
| 6M | -7.2% | +42.0% | -49.2% | -16.2% |
| YTD | -13.6% | +45.1% | -58.8% | -23.4% |
| 1Y | -25.1% | +33.1% | -58.2% | -31.8% |
| All | -25.1% | +31.6% | -56.7% | -31.8% |
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