-32.3%
IBIT vs ULTA
+5.1%
-37.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.2% | -1.2% |
| 7D | -5.8% | -3.9% | -1.9% | -5.3% |
| 30D | +21.5% | -1.1% | +22.6% | +21.6% |
| 3M | +24.5% | +13.8% | +10.7% | +22.9% |
| 6M | +10.0% | -17.2% | +27.2% | +11.6% |
| YTD | -12.0% | -11.5% | -0.6% | -11.4% |
| 1Y | -32.3% | +3.9% | -36.2% | -33.0% |
| All | -32.3% | +5.1% | -37.4% | -33.0% |
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