+58.9%
IBIT vs UPS
-19.3%
+78.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.8% |
| 7D | -2.4% | +1.1% | -3.5% | -2.6% |
| 30D | -9.1% | +17.3% | -26.4% | -11.8% |
| 3M | +15.0% | +7.9% | +7.1% | +13.3% |
| 6M | -6.9% | +13.7% | -20.6% | -9.4% |
| YTD | -14.8% | +17.2% | -31.9% | -18.7% |
| 1Y | -28.1% | +23.2% | -51.4% | -32.4% |
| All | +58.9% | -19.3% | +78.3% | +59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling