+58.9%
IBIT vs UNP
+32.3%
+26.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.4% | -3.7% | -1.8% |
| 7D | -2.4% | -3.3% | +0.9% | -1.7% |
| 30D | -9.1% | +6.7% | -15.8% | -10.3% |
| 3M | +15.0% | +1.8% | +13.2% | +14.7% |
| 6M | -6.9% | +13.3% | -20.2% | -10.1% |
| YTD | -14.8% | +30.3% | -45.1% | -21.8% |
| 1Y | -28.1% | +36.9% | -65.1% | -35.4% |
| All | +58.9% | +32.3% | +26.6% | +38.2% |
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