-27.5%
IBIT vs SU
+71.8%
-99.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.4% |
| 7D | +3.0% | +3.6% | -0.5% | +2.7% |
| 30D | +23.1% | +7.9% | +15.2% | +22.4% |
| 3M | +25.6% | +3.5% | +22.1% | +25.0% |
| 6M | +9.1% | +19.0% | -9.8% | +2.2% |
| YTD | -8.9% | +55.0% | -63.9% | -20.6% |
| 1Y | -27.5% | +71.2% | -98.7% | -37.7% |
| All | -27.5% | +71.8% | -99.3% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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