-29.9%
IBIT vs URI
+34.6%
-64.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.4% | -4.3% |
| 7D | -6.2% | +9.3% | -15.5% | -7.3% |
| 30D | -14.4% | +7.6% | -22.0% | -15.2% |
| 3M | +12.5% | +1.0% | +11.4% | +12.0% |
| 6M | -11.9% | +19.8% | -31.7% | -14.8% |
| YTD | -18.7% | +41.9% | -60.6% | -27.7% |
| 1Y | -29.9% | +33.4% | -63.3% | -35.4% |
| All | -29.9% | +34.6% | -64.5% | -35.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling