+58.9%
IBIT vs URA
+27.8%
+31.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.5% | -3.5% |
| 7D | -2.4% | +4.3% | -6.7% | -3.9% |
| 30D | -9.1% | -11.7% | +2.6% | -5.2% |
| 3M | +15.0% | -23.5% | +38.5% | +25.7% |
| 6M | -6.9% | -37.8% | +30.9% | +8.5% |
| YTD | -14.8% | -19.6% | +4.9% | -9.1% |
| 1Y | -28.1% | -24.8% | -3.4% | -21.9% |
| All | +58.9% | +27.8% | +31.1% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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