+61.0%
IBIT vs SUI
+0.7%
+60.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | 0.0% |
| 7D | -1.1% | +6.2% | -7.3% | -2.4% |
| 30D | -9.2% | +8.6% | -17.8% | -11.1% |
| 3M | +17.5% | +1.0% | +16.5% | +17.0% |
| 6M | -7.2% | -2.6% | -4.6% | -6.9% |
| YTD | -13.6% | -0.1% | -13.5% | -13.8% |
| 1Y | -25.1% | +0.5% | -25.6% | -25.5% |
| All | +61.0% | +0.7% | +60.4% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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