+51.6%
IBIT vs SOUN
+94.6%
-43.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -7.9% | +3.5% | -3.4% |
| 7D | -6.2% | -15.5% | +9.3% | -4.1% |
| 30D | -14.4% | -26.2% | +11.9% | -11.0% |
| 3M | +12.5% | -51.4% | +63.8% | +23.2% |
| 6M | -11.9% | -55.3% | +43.5% | -2.9% |
| YTD | -18.7% | -63.9% | +45.2% | -9.0% |
| 1Y | -29.9% | -72.8% | +42.9% | -19.1% |
| All | +51.6% | +94.6% | -43.0% | +34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling