+69.8%
IBIT vs S
-19.0%
+88.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.5% |
| 7D | +3.0% | -7.7% | +10.7% | +5.3% |
| 30D | +23.1% | -5.3% | +28.4% | +24.1% |
| 3M | +25.6% | +20.3% | +5.3% | +17.1% |
| 6M | +9.1% | +47.4% | -38.2% | -6.1% |
| YTD | -8.9% | +32.5% | -41.4% | -19.1% |
| 1Y | -27.5% | +9.5% | -37.0% | -31.7% |
| All | +69.8% | -19.0% | +88.8% | +75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling