+64.4%
IBIT vs SIRI
-39.1%
+103.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | -3.2% | +0.6% | -3.8% | -3.3% |
| 30D | +22.0% | +2.5% | +19.5% | +21.6% |
| 3M | +21.4% | +6.6% | +14.8% | +20.6% |
| 6M | +9.2% | +32.9% | -23.6% | +6.4% |
| YTD | -11.8% | +50.5% | -62.3% | -15.5% |
| 1Y | -32.7% | +28.0% | -60.7% | -34.3% |
| All | +64.4% | -39.1% | +103.5% | +52.7% |
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