-27.5%
IBIT vs USB
+35.1%
-62.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.2% | -2.4% |
| 7D | +3.0% | +1.4% | +1.6% | +2.7% |
| 30D | +23.1% | -1.3% | +24.4% | +23.4% |
| 3M | +25.6% | +15.2% | +10.3% | +19.3% |
| 6M | +9.1% | +18.8% | -9.7% | +1.9% |
| YTD | -8.9% | +21.0% | -29.9% | -14.2% |
| 1Y | -27.5% | +34.0% | -61.5% | -35.0% |
| All | -27.5% | +35.1% | -62.6% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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