+64.4%
IBIT vs SU
+129.4%
-65.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.2% |
| 7D | -3.2% | +2.2% | -5.5% | -3.6% |
| 30D | +22.0% | +8.4% | +13.5% | +20.0% |
| 3M | +21.4% | +12.1% | +9.3% | +18.3% |
| 6M | +9.2% | +19.7% | -10.4% | +3.6% |
| YTD | -11.8% | +58.4% | -70.3% | -22.4% |
| 1Y | -32.7% | +67.2% | -99.9% | -41.7% |
| All | +64.4% | +129.4% | -65.0% | +31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling