-27.6%
IBIT vs URI
+36.1%
-63.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.8% | +0.8% |
| 7D | -6.8% | +2.4% | -9.2% | -7.1% |
| 30D | -9.9% | +8.9% | -18.7% | -10.9% |
| 3M | +17.5% | +0.8% | +16.7% | +17.0% |
| 6M | -9.1% | +23.1% | -32.2% | -12.5% |
| YTD | -14.9% | +43.1% | -58.0% | -24.3% |
| 1Y | -27.6% | +35.7% | -63.3% | -33.4% |
| All | -27.6% | +36.1% | -63.7% | -33.4% |
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