+66.7%
IBIT vs ULTA
+13.5%
+53.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.8% | -1.3% |
| 7D | +1.4% | +0.7% | +0.8% | +1.3% |
| 30D | +20.6% | -2.8% | +23.4% | +21.3% |
| 3M | +23.7% | +18.7% | +5.0% | +18.6% |
| 6M | +15.0% | -15.0% | +30.0% | +18.7% |
| YTD | -10.6% | -9.2% | -1.4% | -9.4% |
| 1Y | -30.3% | +5.7% | -36.0% | -32.4% |
| All | +66.7% | +13.5% | +53.2% | +38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling