+61.0%
IBIT vs STT
+133.9%
-72.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -1.1% | -2.5% | +1.4% | +0.5% |
| 30D | -9.2% | -5.0% | -4.2% | -6.2% |
| 3M | +17.5% | -10.5% | +28.0% | +25.4% |
| 6M | -7.2% | +10.0% | -17.2% | -13.2% |
| YTD | -13.6% | +30.7% | -44.3% | -28.1% |
| 1Y | -25.1% | +43.8% | -68.9% | -41.4% |
| All | +61.0% | +133.9% | -72.9% | -6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling