+69.8%
IBIT vs USB
+62.9%
+6.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.2% | -2.3% |
| 7D | +3.0% | +1.4% | +1.6% | +2.3% |
| 30D | +23.1% | -1.3% | +24.4% | +23.7% |
| 3M | +25.6% | +15.2% | +10.3% | +15.5% |
| 6M | +9.1% | +18.8% | -9.7% | -1.7% |
| YTD | -8.9% | +21.0% | -29.9% | -18.9% |
| 1Y | -27.5% | +34.0% | -61.5% | -39.5% |
| All | +69.8% | +62.9% | +6.9% | +22.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling