+66.7%
IBIT vs SMR
+336.7%
-270.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +15.3% | -17.1% | -3.6% |
| 7D | +1.4% | +21.4% | -20.0% | -1.0% |
| 30D | +20.6% | +13.8% | +6.8% | +18.4% |
| 3M | +23.7% | +3.9% | +19.8% | +21.9% |
| 6M | +15.0% | -4.2% | +19.2% | +13.2% |
| YTD | -10.6% | -21.1% | +10.5% | -10.1% |
| 1Y | -30.3% | -67.1% | +36.8% | -25.2% |
| All | +66.7% | +336.7% | -270.0% | +42.7% |
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