+70.2%
IBIT vs USB
+58.4%
+11.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +1.9% |
| 7D | -1.8% | +2.4% | -4.2% | -2.9% |
| 30D | -6.7% | +6.6% | -13.2% | -9.7% |
| 3M | +24.6% | -4.1% | +28.7% | +26.9% |
| 6M | -0.2% | +12.5% | -12.6% | -7.3% |
| YTD | -8.7% | +17.6% | -26.3% | -17.7% |
| 1Y | -20.7% | +36.5% | -57.2% | -34.8% |
| All | +70.2% | +58.4% | +11.9% | +24.0% |
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 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