+61.0%
IBIT vs SIMO
+168.7%
-107.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -0.9% |
| 7D | -1.1% | -22.0% | +20.9% | +1.9% |
| 30D | -9.2% | -43.0% | +33.9% | -2.9% |
| 3M | +17.5% | -39.1% | +56.7% | +23.6% |
| 6M | -7.2% | -33.3% | +26.1% | -5.7% |
| YTD | -13.6% | +77.0% | -90.6% | -32.1% |
| 1Y | -25.1% | +73.0% | -98.1% | -40.8% |
| All | +61.0% | +168.7% | -107.7% | +3.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling