+61.0%
IBIT vs UNP
+29.3%
+31.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.2% |
| 7D | -1.1% | -4.6% | +3.4% | -0.1% |
| 30D | -9.2% | +5.6% | -14.8% | -10.2% |
| 3M | +17.5% | -1.3% | +18.8% | +18.0% |
| 6M | -7.2% | +9.2% | -16.4% | -9.5% |
| YTD | -13.6% | +27.3% | -41.0% | -20.3% |
| 1Y | -25.1% | +35.9% | -61.0% | -32.9% |
| All | +61.0% | +29.3% | +31.7% | +40.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling