-27.5%
IBIT vs SMTC
+154.8%
-182.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +9.2% | -11.6% | -3.4% |
| 7D | +3.0% | +12.7% | -9.7% | +1.6% |
| 30D | +23.1% | +22.0% | +1.1% | +19.3% |
| 3M | +25.6% | -12.7% | +38.2% | +26.5% |
| 6M | +9.1% | +64.8% | -55.6% | -2.8% |
| YTD | -8.9% | +100.7% | -109.6% | -21.5% |
| 1Y | -27.5% | +146.9% | -174.3% | -37.2% |
| All | -27.5% | +154.8% | -182.2% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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