+58.9%
IBIT vs U
+40.4%
+18.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -2.4% | +32.3% | -34.7% | -7.4% |
| 30D | -9.1% | +9.7% | -18.8% | -11.0% |
| 3M | +15.0% | +19.6% | -4.6% | +10.6% |
| 6M | -6.9% | +82.6% | -89.5% | -17.6% |
| YTD | -14.8% | +16.4% | -31.2% | -20.2% |
| 1Y | -28.1% | +28.5% | -56.6% | -34.1% |
| All | +58.9% | +40.4% | +18.6% | +33.7% |
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