+56.5%
IBIT vs U
+37.4%
+19.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.1% |
| 7D | -5.4% | +24.4% | -29.7% | -9.3% |
| 30D | -10.5% | +7.4% | -17.8% | -12.0% |
| 3M | +15.0% | +16.8% | -1.8% | +11.1% |
| 6M | -8.3% | +78.8% | -87.1% | -18.6% |
| YTD | -16.1% | +14.0% | -30.0% | -21.1% |
| 1Y | -30.8% | +16.7% | -47.5% | -35.3% |
| All | +56.5% | +37.4% | +19.1% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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