-20.7%
IBIT vs SOXQ
+45.5%
-66.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +6.0% | +4.0% |
| 7D | -1.8% | -12.1% | +10.3% | +2.6% |
| 30D | -6.7% | -22.0% | +15.4% | +1.4% |
| 3M | +24.6% | -15.6% | +40.1% | +31.4% |
| 6M | -0.2% | -2.4% | +2.2% | -7.8% |
| YTD | -8.7% | +45.4% | -54.1% | -35.8% |
| 1Y | -20.7% | +47.7% | -68.4% | -45.4% |
| All | -20.7% | +45.5% | -66.2% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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