-29.9%
IBIT vs SOLS
+44.7%
-74.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.4% |
| 7D | -6.2% | +20.8% | -27.0% | -7.5% |
| 30D | -14.4% | +9.2% | -23.6% | -14.9% |
| 3M | +12.5% | +7.1% | +5.4% | +12.1% |
| 6M | -11.9% | -23.7% | +11.8% | -9.3% |
| YTD | -18.7% | +37.3% | -56.1% | -24.6% |
| 1Y | -29.9% | +42.2% | -72.1% | -35.1% |
| All | -29.9% | +44.7% | -74.6% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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