+58.9%
IBIT vs UL
+33.0%
+26.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.3% |
| 7D | -2.4% | +0.3% | -2.6% | -2.4% |
| 30D | -9.1% | +7.0% | -16.1% | -9.1% |
| 3M | +15.0% | +5.8% | +9.2% | +15.0% |
| 6M | -6.9% | +16.1% | -23.0% | -6.6% |
| YTD | -14.8% | +4.5% | -19.2% | -15.3% |
| 1Y | -28.1% | -1.3% | -26.8% | -28.4% |
| All | +58.9% | +33.0% | +26.0% | +51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling