+66.7%
IBIT vs UNP
+28.5%
+38.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | +1.4% | -0.7% | +2.2% | +1.6% |
| 30D | +20.6% | -1.1% | +21.8% | +21.0% |
| 3M | +23.7% | +7.9% | +15.8% | +21.1% |
| 6M | +15.0% | +14.6% | +0.4% | +10.1% |
| YTD | -10.6% | +26.6% | -37.2% | -17.4% |
| 1Y | -30.3% | +35.6% | -65.9% | -37.6% |
| All | +66.7% | +28.5% | +38.2% | +45.8% |
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