-30.0%
IBIT vs URA
-29.3%
-0.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -2.8% |
| 7D | -9.2% | -1.5% | -7.6% | -8.7% |
| 30D | -15.8% | -10.4% | -5.4% | -11.8% |
| 3M | +8.5% | -29.6% | +38.2% | +25.5% |
| 6M | -13.7% | -40.3% | +26.6% | +6.7% |
| YTD | -21.6% | -25.5% | +3.9% | -16.1% |
| 1Y | -30.0% | -26.4% | -3.5% | -24.7% |
| All | -30.0% | -29.3% | -0.6% | -24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling