+46.2%
IBIT vs URA
+18.5%
+27.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -2.9% |
| 7D | -9.2% | -1.5% | -7.6% | -8.8% |
| 30D | -15.8% | -10.4% | -5.4% | -12.5% |
| 3M | +8.5% | -29.6% | +38.2% | +22.2% |
| 6M | -13.7% | -40.3% | +26.6% | +2.2% |
| YTD | -21.6% | -25.5% | +3.9% | -14.1% |
| 1Y | -30.0% | -26.4% | -3.5% | -23.0% |
| All | +46.2% | +18.5% | +27.7% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling