-29.5%
IBIT vs SOLS
+22.7%
-52.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.1% | -2.0% |
| 7D | +1.4% | +4.5% | -3.1% | +1.1% |
| 30D | +20.6% | +6.0% | +14.6% | +20.1% |
| 3M | +23.7% | -19.7% | +43.4% | +26.2% |
| 6M | +15.0% | -10.4% | +25.4% | +14.4% |
| YTD | -10.6% | +33.3% | -43.8% | -17.1% |
| All | -29.5% | +22.7% | -52.2% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling