-30.3%
IBIT vs SM
+46.7%
-77.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.6% | -5.5% | -1.9% |
| 7D | +1.4% | -0.2% | +1.6% | +1.4% |
| 30D | +20.6% | +31.5% | -10.9% | +20.0% |
| 3M | +23.7% | +17.3% | +6.3% | +23.3% |
| 6M | +15.0% | +48.5% | -33.5% | +9.8% |
| YTD | -10.6% | +106.3% | -116.9% | -20.7% |
| 1Y | -30.3% | +47.3% | -77.6% | -35.1% |
| All | -30.3% | +46.7% | -77.1% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling