-27.6%
IBIT vs STRL
-20.9%
-6.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.9% | -3.6% | +0.8% |
| 7D | -6.8% | +7.1% | -13.9% | -7.6% |
| 30D | -9.9% | -39.4% | +29.5% | -5.5% |
| 3M | +17.5% | -43.0% | +60.5% | +23.6% |
| 6M | -9.1% | -65.0% | +55.9% | +0.5% |
| YTD | -14.9% | -0.8% | -14.1% | -27.0% |
| 1Y | -27.6% | -20.3% | -7.3% | -32.7% |
| All | -27.6% | -20.9% | -6.7% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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