-20.7%
IBIT vs UL
+1.7%
-22.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.3% | -0.3% | +3.1% |
| 7D | -1.8% | +4.7% | -6.4% | -1.5% |
| 30D | -6.7% | +11.6% | -18.2% | -6.2% |
| 3M | +24.6% | +5.3% | +19.3% | +24.9% |
| 6M | -0.2% | +16.0% | -16.2% | +1.6% |
| YTD | -8.7% | +5.0% | -13.7% | -11.0% |
| 1Y | -20.7% | +1.1% | -21.8% | -23.7% |
| All | -20.7% | +1.7% | -22.4% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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