+58.6%
IBIT vs STT
+147.4%
-88.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.1% | +0.4% |
| 7D | -6.8% | +0.4% | -7.3% | -7.1% |
| 30D | -9.9% | -0.4% | -9.4% | -9.6% |
| 3M | +17.5% | -6.5% | +24.0% | +22.0% |
| 6M | -9.1% | +17.2% | -26.3% | -18.3% |
| YTD | -14.9% | +38.2% | -53.1% | -31.6% |
| 1Y | -27.6% | +49.3% | -76.9% | -44.6% |
| All | +58.6% | +147.4% | -88.8% | -11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling