+56.5%
IBIT vs SMTC
+453.6%
-397.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -1.2% |
| 7D | -5.4% | -10.9% | +5.6% | -4.4% |
| 30D | -10.5% | -39.4% | +28.9% | -5.1% |
| 3M | +15.0% | -13.5% | +28.6% | +14.7% |
| 6M | -8.3% | -6.8% | -1.5% | -11.3% |
| YTD | -16.1% | +54.0% | -70.1% | -26.1% |
| 1Y | -30.8% | +50.8% | -81.5% | -39.0% |
| All | +56.5% | +453.6% | -397.1% | +3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling