+61.6%
IBIT vs URI
+94.5%
-32.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -7.1% | +2.0% | -2.9% |
| 7D | -5.9% | -12.9% | +7.1% | -2.0% |
| 30D | -11.3% | -3.4% | -7.9% | -10.5% |
| 3M | +17.1% | -10.0% | +27.1% | +20.4% |
| 6M | -7.0% | +12.2% | -19.2% | -11.7% |
| YTD | -13.3% | +29.8% | -43.1% | -23.6% |
| 1Y | -27.0% | +24.6% | -51.6% | -34.5% |
| All | +61.6% | +94.5% | -32.9% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling