-29.9%
IBIT vs SO
+4.8%
-34.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.8% |
| 7D | -6.2% | -0.9% | -5.3% | -6.4% |
| 30D | -14.4% | +4.9% | -19.3% | -13.5% |
| 3M | +12.5% | +0.8% | +11.7% | +12.6% |
| 6M | -11.9% | +0.6% | -12.5% | -11.7% |
| YTD | -18.7% | +8.7% | -27.4% | -18.3% |
| 1Y | -29.9% | +4.0% | -33.9% | -23.2% |
| All | -29.9% | +4.8% | -34.7% | -23.2% |
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