-20.7%
IBIT vs SOUN
-73.4%
+52.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -1.9% | +1.5% |
| 7D | -1.8% | -2.7% | +0.9% | -1.0% |
| 30D | -6.7% | -26.5% | +19.9% | +1.6% |
| 3M | +24.6% | -33.6% | +58.2% | +38.4% |
| 6M | -0.2% | -54.4% | +54.2% | +23.1% |
| YTD | -8.7% | -56.7% | +48.0% | +13.2% |
| 1Y | -20.7% | -71.4% | +50.7% | +17.4% |
| All | -20.7% | -73.4% | +52.7% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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