+66.7%
IBIT vs SOUN
+255.1%
-188.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.7% | -1.5% |
| 7D | +1.4% | -4.1% | +5.5% | +2.0% |
| 30D | +20.6% | -18.1% | +38.7% | +23.6% |
| 3M | +23.7% | -12.3% | +36.0% | +25.2% |
| 6M | +15.0% | -18.6% | +33.6% | +16.6% |
| YTD | -10.6% | -34.1% | +23.5% | -7.3% |
| 1Y | -30.3% | -57.0% | +26.7% | -24.6% |
| All | +66.7% | +255.1% | -188.4% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling