+46.2%
IBIT vs SOXQ
+154.4%
-108.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.5% | -0.1% | -2.2% |
| 7D | -9.2% | +8.2% | -17.4% | -12.1% |
| 30D | -15.8% | -13.2% | -2.6% | -11.5% |
| 3M | +8.5% | -18.5% | +27.1% | +16.6% |
| 6M | -13.7% | -15.4% | +1.8% | -11.1% |
| YTD | -21.6% | +43.6% | -65.1% | -37.3% |
| 1Y | -30.0% | +49.2% | -79.2% | -45.0% |
| All | +46.2% | +154.4% | -108.2% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling