-20.7%
IBIT vs SMR
-87.0%
+66.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.5% | +7.4% | +3.9% |
| 7D | -1.8% | -9.5% | +7.8% | +0.3% |
| 30D | -6.7% | -33.2% | +26.6% | +1.3% |
| 3M | +24.6% | -45.9% | +70.5% | +39.1% |
| 6M | -0.2% | -57.9% | +57.7% | +15.5% |
| YTD | -8.7% | -63.8% | +55.1% | +8.2% |
| 1Y | -20.7% | -85.6% | +64.9% | +25.6% |
| All | -20.7% | -87.0% | +66.3% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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