+69.8%
IBIT vs SMR
+278.9%
-209.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.4% |
| 7D | +3.0% | +4.4% | -1.4% | +2.5% |
| 30D | +23.1% | +3.4% | +19.7% | +22.4% |
| 3M | +25.6% | -19.2% | +44.7% | +27.6% |
| 6M | +9.1% | -22.6% | +31.8% | +10.3% |
| YTD | -8.9% | -31.5% | +22.6% | -6.7% |
| 1Y | -27.5% | -73.1% | +45.6% | -20.3% |
| All | +69.8% | +278.9% | -209.1% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling