+58.6%
IBIT vs STM
+7.7%
+50.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.1% | +0.5% |
| 7D | -6.8% | +1.4% | -8.3% | -7.3% |
| 30D | -9.9% | -8.4% | -1.5% | -8.3% |
| 3M | +17.5% | -15.8% | +33.3% | +21.5% |
| 6M | -9.1% | -22.8% | +13.7% | -6.6% |
| YTD | -14.9% | +79.4% | -94.3% | -32.3% |
| 1Y | -27.6% | +97.0% | -124.6% | -44.1% |
| All | +58.6% | +7.7% | +50.9% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 10y: compounded portfolio wealth divided by compounded STM 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…
10y analysis · Full analysis span regression · 6 months rolling