-25.1%
IBIT vs SUI
-0.1%
-25.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | -0.3% |
| 7D | -1.1% | +6.2% | -7.3% | -1.3% |
| 30D | -9.2% | +8.6% | -17.8% | -9.8% |
| 3M | +17.5% | +1.0% | +16.5% | +17.3% |
| 6M | -7.2% | -2.6% | -4.6% | -6.7% |
| YTD | -13.6% | -0.1% | -13.5% | -10.8% |
| 1Y | -25.1% | +0.5% | -25.6% | -22.8% |
| All | -25.1% | -0.1% | -25.0% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling