+58.9%
IBIT vs SIMO
+184.9%
-126.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.7% | -7.0% | -2.1% |
| 7D | -2.4% | -8.2% | +5.8% | -1.5% |
| 30D | -9.1% | -34.6% | +25.5% | -4.5% |
| 3M | +15.0% | -32.6% | +47.6% | +19.2% |
| 6M | -6.9% | -31.8% | +24.9% | -5.5% |
| YTD | -14.8% | +87.6% | -102.4% | -33.5% |
| 1Y | -28.1% | +86.7% | -114.8% | -44.0% |
| All | +58.9% | +184.9% | -126.0% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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