+46.2%
IBIT vs SIRI
-32.9%
+79.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.9% | -3.6% |
| 7D | -9.2% | -1.7% | -7.5% | -9.0% |
| 30D | -15.8% | +21.1% | -36.9% | -17.4% |
| 3M | +8.5% | +14.7% | -6.2% | +7.0% |
| 6M | -13.7% | +22.9% | -36.6% | -15.5% |
| YTD | -21.6% | +65.7% | -87.3% | -25.5% |
| 1Y | -30.0% | +53.5% | -83.4% | -32.9% |
| All | +46.2% | -32.9% | +79.1% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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