-20.7%
IBIT vs SO
+3.3%
-24.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +2.7% |
| 7D | -1.8% | +1.7% | -3.5% | -1.4% |
| 30D | -6.7% | +11.1% | -17.8% | -4.6% |
| 3M | +24.6% | +0.7% | +23.9% | +24.8% |
| 6M | -0.2% | -1.4% | +1.2% | +0.2% |
| YTD | -8.7% | +9.4% | -18.1% | -7.3% |
| 1Y | -20.7% | +3.7% | -24.5% | -13.1% |
| All | -20.7% | +3.3% | -24.0% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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