-30.8%
IBIT vs URI
+30.2%
-60.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.5% | -1.2% |
| 7D | -5.4% | -6.0% | +0.6% | -4.7% |
| 30D | -10.5% | +4.6% | -15.1% | -11.0% |
| 3M | +15.0% | -2.7% | +17.7% | +15.1% |
| 6M | -8.3% | +18.4% | -26.7% | -11.2% |
| YTD | -16.1% | +37.4% | -53.4% | -25.0% |
| 1Y | -30.8% | +30.4% | -61.1% | -35.4% |
| All | -30.8% | +30.2% | -60.9% | -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