+61.6%
IBIT vs U
+33.2%
+28.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +14.9% | -20.0% | -7.7% |
| 7D | -5.9% | +24.3% | -30.1% | -9.7% |
| 30D | -11.3% | +8.6% | -19.8% | -12.9% |
| 3M | +17.1% | +37.6% | -20.5% | +9.6% |
| 6M | -7.0% | +78.5% | -85.5% | -17.4% |
| YTD | -13.3% | +10.5% | -23.8% | -18.0% |
| 1Y | -27.0% | +15.2% | -42.2% | -31.7% |
| All | +61.6% | +33.2% | +28.4% | +37.2% |
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 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