+56.5%
IBIT vs SOUN
+109.2%
-52.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | -0.9% |
| 7D | -5.4% | -6.1% | +0.7% | -4.6% |
| 30D | -10.5% | -28.2% | +17.7% | -6.6% |
| 3M | +15.0% | -48.1% | +63.2% | +25.0% |
| 6M | -8.3% | -56.4% | +48.1% | +1.3% |
| YTD | -16.1% | -61.2% | +45.1% | -6.9% |
| 1Y | -30.8% | -73.1% | +42.4% | -20.1% |
| All | +56.5% | +109.2% | -52.7% | +37.5% |
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