-30.3%
IBIT vs STZ
-16.0%
-14.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.6% | +3.8% | -2.3% |
| 7D | +1.4% | -7.4% | +8.8% | +0.8% |
| 30D | +20.6% | -10.9% | +31.5% | +19.4% |
| 3M | +23.7% | -13.4% | +37.1% | +22.2% |
| 6M | +15.0% | -16.2% | +31.2% | +13.7% |
| YTD | -10.6% | -10.4% | -0.1% | -16.6% |
| 1Y | -30.3% | -14.8% | -15.5% | -33.0% |
| All | -30.3% | -16.0% | -14.3% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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