+66.3%
IBIT vs ULTA
+12.0%
+54.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.1% |
| 7D | +1.1% | -1.8% | +2.9% | +1.6% |
| 30D | +22.2% | -1.2% | +23.5% | +22.5% |
| 3M | +26.0% | +13.4% | +12.7% | +22.2% |
| 6M | +13.2% | -15.6% | +28.8% | +17.0% |
| YTD | -10.8% | -10.4% | -0.4% | -9.3% |
| 1Y | -29.9% | +5.5% | -35.4% | -32.1% |
| All | +66.3% | +12.0% | +54.3% | +38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling