+46.2%
IBIT vs SU
+133.0%
-86.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.7% |
| 7D | -9.2% | +1.7% | -10.9% | -9.4% |
| 30D | -15.8% | -7.9% | -7.9% | -14.9% |
| 3M | +8.5% | +7.5% | +1.0% | +6.6% |
| 6M | -13.7% | +7.2% | -20.9% | -15.4% |
| YTD | -21.6% | +60.9% | -82.5% | -31.4% |
| 1Y | -30.0% | +63.6% | -93.6% | -39.1% |
| All | +46.2% | +133.0% | -86.8% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling