-32.3%
IBIT vs SONY
-18.6%
-13.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | -5.8% | -5.8% | 0.0% | -4.4% |
| 30D | +21.5% | -0.4% | +21.9% | +21.6% |
| 3M | +24.5% | +13.3% | +11.2% | +20.0% |
| 6M | +10.0% | +8.5% | +1.5% | +6.8% |
| YTD | -12.0% | -8.1% | -3.9% | -12.3% |
| 1Y | -32.3% | -17.9% | -14.4% | -29.3% |
| All | -32.3% | -18.6% | -13.8% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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