+58.6%
IBIT vs STZ
-39.4%
+98.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.3% |
| 7D | -6.8% | -0.9% | -5.9% | -6.8% |
| 30D | -9.9% | +14.9% | -24.8% | -9.9% |
| 3M | +17.5% | +8.4% | +9.1% | +17.7% |
| 6M | -9.1% | +2.8% | -11.9% | -8.8% |
| YTD | -14.9% | +7.5% | -22.5% | -16.3% |
| 1Y | -27.6% | +12.5% | -40.2% | -29.2% |
| All | +58.6% | -39.4% | +98.0% | +67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling