+58.6%
IBIT vs URI
+114.4%
-55.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.8% | +0.1% |
| 7D | -6.8% | +2.4% | -9.2% | -7.5% |
| 30D | -9.9% | +8.9% | -18.7% | -12.3% |
| 3M | +17.5% | +0.8% | +16.7% | +16.7% |
| 6M | -9.1% | +23.1% | -32.2% | -16.1% |
| YTD | -14.9% | +43.1% | -58.0% | -27.2% |
| 1Y | -27.6% | +35.7% | -63.3% | -36.6% |
| All | +58.6% | +114.4% | -55.8% | +24.5% |
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