+69.8%
IBIT vs STM
+21.4%
+48.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.3% | -2.9% |
| 7D | +3.0% | +5.8% | -2.8% | +1.6% |
| 30D | +23.1% | -1.0% | +24.1% | +23.1% |
| 3M | +25.6% | -33.3% | +58.8% | +36.6% |
| 6M | +9.1% | +57.4% | -48.2% | -8.3% |
| YTD | -8.9% | +102.2% | -111.1% | -29.1% |
| 1Y | -27.5% | +99.6% | -127.1% | -43.8% |
| All | +69.8% | +21.4% | +48.5% | +42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling