+58.9%
IBIT vs URI
+110.2%
-51.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.9% | -8.2% | -3.3% |
| 7D | -2.4% | -4.0% | +1.6% | -1.3% |
| 30D | -9.1% | +6.8% | -15.9% | -11.1% |
| 3M | +15.0% | -2.8% | +17.8% | +15.4% |
| 6M | -6.9% | +20.9% | -27.7% | -13.6% |
| YTD | -14.8% | +40.2% | -55.0% | -26.7% |
| 1Y | -28.1% | +34.1% | -62.2% | -36.9% |
| All | +58.9% | +110.2% | -51.3% | +25.5% |
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