+46.2%
IBIT vs SONY
+39.0%
+7.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.1% | -3.8% |
| 7D | -9.2% | +0.3% | -9.4% | -9.2% |
| 30D | -15.8% | +11.1% | -26.9% | -17.8% |
| 3M | +8.5% | +14.7% | -6.1% | +5.1% |
| 6M | -13.7% | +18.8% | -32.5% | -17.3% |
| YTD | -21.6% | +5.7% | -27.3% | -23.3% |
| 1Y | -30.0% | -8.1% | -21.9% | -29.5% |
| All | +46.2% | +39.0% | +7.2% | +19.0% |
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