-29.9%
IBIT vs STLD
+55.9%
-85.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.4% |
| 7D | -6.2% | +6.9% | -13.1% | -6.8% |
| 30D | -14.4% | -1.5% | -12.9% | -14.2% |
| 3M | +12.5% | -9.7% | +22.1% | +13.8% |
| 6M | -11.9% | +2.3% | -14.2% | -14.0% |
| YTD | -18.7% | +41.0% | -59.7% | -26.8% |
| 1Y | -29.9% | +51.8% | -81.7% | -39.6% |
| All | -29.9% | +55.9% | -85.8% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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