+66.3%
IBIT vs SOUN
+250.3%
-184.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.1% | 0.0% |
| 7D | +1.1% | -4.4% | +5.6% | +1.7% |
| 30D | +22.2% | -13.1% | +35.4% | +24.4% |
| 3M | +26.0% | -7.7% | +33.7% | +26.8% |
| 6M | +13.2% | -21.2% | +34.4% | +15.2% |
| YTD | -10.8% | -35.0% | +24.2% | -7.3% |
| 1Y | -29.9% | -56.4% | +26.4% | -24.3% |
| All | +66.3% | +250.3% | -184.0% | +36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling