+69.8%
IBIT vs U
+13.7%
+56.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | +3.0% | -3.8% | +6.8% | +3.7% |
| 30D | +23.1% | +17.5% | +5.7% | +19.2% |
| 3M | +25.6% | +38.7% | -13.2% | +17.6% |
| 6M | +9.1% | +104.4% | -95.3% | -5.5% |
| YTD | -8.9% | -5.7% | -3.2% | -10.9% |
| 1Y | -27.5% | +3.7% | -31.1% | -31.0% |
| All | +69.8% | +13.7% | +56.1% | +49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling