+69.8%
IBIT vs STZ
-46.5%
+116.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.4% |
| 7D | +3.0% | -1.9% | +5.0% | +3.1% |
| 30D | +23.1% | -1.9% | +25.0% | +23.1% |
| 3M | +25.6% | -6.2% | +31.8% | +25.7% |
| 6M | +9.1% | -14.0% | +23.2% | +9.6% |
| YTD | -8.9% | -5.1% | -3.8% | -10.4% |
| 1Y | -27.5% | -9.6% | -17.9% | -28.3% |
| All | +69.8% | -46.5% | +116.4% | +79.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling