-30.0%
IBIT vs STRL
-22.7%
-7.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.5% | -3.2% |
| 7D | -9.2% | +15.7% | -24.8% | -10.6% |
| 30D | -15.8% | -35.5% | +19.7% | -12.4% |
| 3M | +8.5% | -47.1% | +55.7% | +14.9% |
| 6M | -13.7% | -65.8% | +52.1% | -4.7% |
| YTD | -21.6% | -4.5% | -17.1% | -33.0% |
| 1Y | -30.0% | -10.5% | -19.5% | -38.7% |
| All | -30.0% | -22.7% | -7.3% | -38.7% |
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