+61.0%
IBIT vs SMR
+98.4%
-37.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +16.2% | -16.6% | -2.2% |
| 7D | -1.1% | -9.6% | +8.5% | -0.2% |
| 30D | -9.2% | -33.8% | +24.6% | -5.1% |
| 3M | +17.5% | -46.4% | +63.9% | +24.8% |
| 6M | -7.2% | -62.4% | +55.3% | +1.7% |
| YTD | -13.6% | -64.1% | +50.5% | -5.7% |
| 1Y | -25.1% | -84.3% | +59.2% | -12.2% |
| All | +61.0% | +98.4% | -37.4% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling