+58.9%
IBIT vs STLD
+109.4%
-50.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.4% | -1.9% |
| 7D | -2.4% | -9.7% | +7.3% | +0.5% |
| 30D | -9.1% | -4.5% | -4.5% | -7.9% |
| 3M | +15.0% | -13.1% | +28.1% | +19.2% |
| 6M | -6.9% | -2.8% | -4.1% | -8.2% |
| YTD | -14.8% | +35.3% | -50.1% | -26.5% |
| 1Y | -28.1% | +51.4% | -79.5% | -40.9% |
| All | +58.9% | +109.4% | -50.5% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling