+46.2%
IBIT vs URI
+109.9%
-63.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.1% |
| 7D | -9.2% | +6.7% | -15.9% | -11.0% |
| 30D | -15.8% | +8.9% | -24.7% | -18.1% |
| 3M | +8.5% | +0.5% | +8.0% | +7.8% |
| 6M | -13.7% | +20.7% | -34.4% | -19.9% |
| YTD | -21.6% | +40.0% | -61.6% | -32.5% |
| 1Y | -30.0% | +34.4% | -64.4% | -38.6% |
| All | +46.2% | +109.9% | -63.7% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling