+46.2%
IBIT vs UPS
-18.3%
+64.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -3.9% |
| 7D | -9.2% | +3.8% | -13.0% | -9.8% |
| 30D | -15.8% | +17.4% | -33.1% | -18.3% |
| 3M | +8.5% | +8.2% | +0.3% | +6.9% |
| 6M | -13.7% | +17.9% | -31.6% | -16.7% |
| YTD | -21.6% | +18.7% | -40.3% | -25.3% |
| 1Y | -30.0% | +24.8% | -54.8% | -34.3% |
| All | +46.2% | -18.3% | +64.5% | +46.6% |
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