+61.0%
IBIT vs URI
+96.7%
-35.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.7% |
| 7D | -1.1% | -9.8% | +8.7% | +1.9% |
| 30D | -9.2% | +1.7% | -10.9% | -9.8% |
| 3M | +17.5% | -9.1% | +26.6% | +20.4% |
| 6M | -7.2% | +9.9% | -17.0% | -11.2% |
| YTD | -13.6% | +31.2% | -44.9% | -24.1% |
| 1Y | -25.1% | +25.9% | -51.0% | -33.0% |
| All | +61.0% | +96.7% | -35.7% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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