-25.1%
IBIT vs STM
+75.4%
-100.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.8% | -1.2% |
| 7D | -1.1% | -10.7% | +9.6% | +0.9% |
| 30D | -9.2% | -25.7% | +16.6% | -4.3% |
| 3M | +17.5% | -21.6% | +39.1% | +22.2% |
| 6M | -7.2% | -27.8% | +20.6% | -4.9% |
| YTD | -13.6% | +61.8% | -75.4% | -32.3% |
| 1Y | -25.1% | +78.1% | -103.2% | -44.4% |
| All | -25.1% | +75.4% | -100.5% | -44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling