+66.3%
IBIT vs UPS
-27.9%
+94.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | 0.0% |
| 7D | +1.1% | -3.7% | +4.8% | +1.9% |
| 30D | +22.2% | -3.7% | +26.0% | +23.2% |
| 3M | +26.0% | -6.6% | +32.6% | +27.6% |
| 6M | +13.2% | +2.6% | +10.6% | +11.8% |
| YTD | -10.8% | +4.8% | -15.6% | -12.9% |
| 1Y | -29.9% | +25.3% | -55.2% | -35.0% |
| All | +66.3% | -27.9% | +94.2% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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