-30.0%
IBIT vs ULTA
+23.0%
-52.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -3.6% |
| 7D | -9.2% | +2.5% | -11.7% | -9.4% |
| 30D | -15.8% | +11.5% | -27.3% | -16.5% |
| 3M | +8.5% | +28.1% | -19.6% | +6.4% |
| 6M | -13.7% | +34.2% | -47.9% | -15.4% |
| YTD | -21.6% | +9.2% | -30.8% | -22.4% |
| 1Y | -30.0% | +23.7% | -53.7% | -29.4% |
| All | -30.0% | +23.0% | -52.9% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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