+61.0%
IBIT vs USB
+54.3%
+6.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -1.1% | 0.0% | -1.1% | -1.1% |
| 30D | -9.2% | +5.8% | -15.0% | -11.8% |
| 3M | +17.5% | -6.0% | +23.5% | +20.9% |
| 6M | -7.2% | +7.8% | -14.9% | -11.8% |
| YTD | -13.6% | +14.6% | -28.2% | -21.0% |
| 1Y | -25.1% | +31.8% | -56.9% | -37.2% |
| All | +61.0% | +54.3% | +6.8% | +19.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling