-30.3%
IBIT vs STT
+74.0%
-104.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.6% | -1.1% |
| 7D | +1.4% | +2.2% | -0.7% | +0.2% |
| 30D | +20.6% | +3.9% | +16.7% | +17.5% |
| 3M | +23.7% | +19.2% | +4.5% | +10.3% |
| 6M | +15.0% | +60.4% | -45.4% | -18.1% |
| YTD | -10.6% | +51.5% | -62.1% | -33.7% |
| 1Y | -30.3% | +76.3% | -106.6% | -52.0% |
| All | -30.3% | +74.0% | -104.3% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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