+46.2%
IBIT vs USAR
-21.5%
+67.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.6% |
| 7D | -9.2% | -0.8% | -8.4% | -9.2% |
| 30D | -15.8% | -20.9% | +5.1% | -14.9% |
| 3M | +8.5% | -56.2% | +64.7% | +12.7% |
| 6M | -13.7% | -67.9% | +54.2% | -9.5% |
| YTD | -21.6% | -31.4% | +9.9% | -19.8% |
| 1Y | -30.0% | -45.1% | +15.1% | -28.1% |
| All | +46.2% | -21.5% | +67.8% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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