+51.6%
IBIT vs STT
+146.7%
-95.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.3% |
| 7D | -6.2% | +5.1% | -11.3% | -9.1% |
| 30D | -14.4% | -0.2% | -14.1% | -14.2% |
| 3M | +12.5% | -8.1% | +20.6% | +18.1% |
| 6M | -11.9% | +16.6% | -28.5% | -20.5% |
| YTD | -18.7% | +37.8% | -56.5% | -34.5% |
| 1Y | -29.9% | +46.8% | -76.7% | -45.8% |
| All | +51.6% | +146.7% | -95.2% | -14.8% |
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