+61.0%
IBIT vs U
+40.5%
+20.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.5% | -5.9% | -1.3% |
| 7D | -1.1% | +36.6% | -37.7% | -6.8% |
| 30D | -9.2% | +13.3% | -22.5% | -11.6% |
| 3M | +17.5% | +26.2% | -8.7% | +12.0% |
| 6M | -7.2% | +88.7% | -95.9% | -18.4% |
| YTD | -13.6% | +16.6% | -30.2% | -19.1% |
| 1Y | -25.1% | +29.0% | -54.1% | -31.4% |
| All | +61.0% | +40.5% | +20.5% | +35.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling