+69.8%
IBIT vs SIMO
+323.0%
-253.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +8.7% | -11.1% | -3.6% |
| 7D | +3.0% | +4.2% | -1.2% | +2.4% |
| 30D | +23.1% | +4.1% | +19.0% | +21.7% |
| 3M | +25.6% | -12.9% | +38.4% | +25.9% |
| 6M | +9.1% | +110.3% | -101.2% | -10.3% |
| YTD | -8.9% | +178.6% | -187.5% | -31.8% |
| 1Y | -27.5% | +220.0% | -247.5% | -48.0% |
| All | +69.8% | +323.0% | -253.2% | +4.1% |
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