+66.7%
IBIT vs UPS
-27.0%
+93.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.5% |
| 7D | +1.4% | -2.1% | +3.6% | +1.9% |
| 30D | +20.6% | -2.3% | +22.9% | +21.2% |
| 3M | +23.7% | -5.2% | +28.9% | +24.8% |
| 6M | +15.0% | +1.4% | +13.6% | +13.9% |
| YTD | -10.6% | +6.1% | -16.7% | -13.0% |
| 1Y | -30.3% | +27.0% | -57.3% | -35.6% |
| All | +66.7% | -27.0% | +93.7% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling