-29.9%
IBIT vs UPS
+25.5%
-55.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | -0.1% |
| 7D | +1.1% | -3.7% | +4.8% | +1.5% |
| 30D | +22.2% | -3.7% | +26.0% | +22.7% |
| 3M | +26.0% | -6.6% | +32.6% | +26.6% |
| 6M | +13.2% | +2.6% | +10.6% | +12.4% |
| YTD | -10.8% | +4.8% | -15.6% | -13.6% |
| 1Y | -29.9% | +25.3% | -55.2% | -37.8% |
| All | -29.9% | +25.5% | -55.5% | -37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling