+51.6%
IBIT vs UNP
+35.5%
+16.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.1% | -4.6% |
| 7D | -6.2% | +2.1% | -8.3% | -6.6% |
| 30D | -14.4% | +7.7% | -22.1% | -15.7% |
| 3M | +12.5% | +4.0% | +8.4% | +11.6% |
| 6M | -11.9% | +15.7% | -27.5% | -15.2% |
| YTD | -18.7% | +33.5% | -52.2% | -25.8% |
| 1Y | -29.9% | +38.9% | -68.9% | -37.1% |
| All | +51.6% | +35.5% | +16.0% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 10y: compounded portfolio wealth divided by compounded UNP 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…
10y analysis · Full analysis span regression · 6 months rolling