-30.0%
IBIT vs U
+33.7%
-63.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.2% | -8.8% | -4.1% |
| 7D | -9.2% | +2.6% | -11.8% | -9.5% |
| 30D | -15.8% | +27.6% | -43.3% | -18.7% |
| 3M | +8.5% | +15.3% | -6.8% | +6.0% |
| 6M | -13.7% | +96.4% | -110.1% | -22.0% |
| YTD | -21.6% | +19.6% | -41.1% | -29.2% |
| 1Y | -30.0% | +42.1% | -72.1% | -39.9% |
| All | -30.0% | +33.7% | -63.6% | -39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling