-30.0%
IBIT vs SMR
-81.8%
+51.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.3% | -0.2% | -2.8% |
| 7D | -9.2% | -8.3% | -0.9% | -7.6% |
| 30D | -15.8% | -20.1% | +4.3% | -12.3% |
| 3M | +8.5% | -52.7% | +61.2% | +24.6% |
| 6M | -13.7% | -61.0% | +47.3% | +1.7% |
| YTD | -21.6% | -67.1% | +45.5% | -5.2% |
| 1Y | -30.0% | -79.9% | +49.9% | -2.9% |
| All | -30.0% | -81.8% | +51.8% | -2.9% |
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