+66.3%
IBIT vs SOXQ
+199.0%
-132.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | +1.1% | +5.2% | -4.1% | -0.9% |
| 30D | +22.2% | -0.5% | +22.8% | +22.2% |
| 3M | +26.0% | -5.6% | +31.7% | +26.3% |
| 6M | +13.2% | +53.0% | -39.8% | -10.7% |
| YTD | -10.8% | +68.8% | -79.6% | -32.6% |
| 1Y | -29.9% | +105.7% | -135.7% | -51.4% |
| All | +66.3% | +199.0% | -132.7% | +1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling