+66.7%
IBIT vs SONY
+20.8%
+45.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -0.9% |
| 7D | +1.4% | -5.2% | +6.6% | +2.6% |
| 30D | +20.6% | +0.3% | +20.3% | +20.5% |
| 3M | +23.7% | +6.2% | +17.5% | +21.7% |
| 6M | +15.0% | +9.5% | +5.5% | +11.9% |
| YTD | -10.6% | -8.1% | -2.5% | -9.8% |
| 1Y | -30.3% | -17.9% | -12.4% | -28.0% |
| All | +66.7% | +20.8% | +45.9% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling