-29.7%
IBIT vs STLA
-57.6%
+27.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -2.4% | -6.4% | +4.0% | -2.1% |
| 30D | -9.1% | -1.3% | -7.7% | -9.1% |
| 3M | +15.0% | -19.9% | +34.9% | +15.3% |
| 6M | -6.9% | -42.9% | +36.0% | -7.5% |
| YTD | -14.8% | -59.4% | +44.6% | -15.8% |
| All | -29.7% | -57.6% | +27.9% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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