+64.0%
IBIT vs UUUU
+95.3%
-31.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | -0.5% |
| 7D | -5.8% | -5.0% | -0.7% | -5.1% |
| 30D | +21.5% | -7.8% | +29.3% | +22.6% |
| 3M | +24.5% | -0.4% | +25.0% | +23.8% |
| 6M | +10.0% | -32.9% | +42.9% | +13.9% |
| YTD | -12.0% | -6.3% | -5.8% | -12.2% |
| 1Y | -32.3% | +7.9% | -40.2% | -34.8% |
| All | +64.0% | +95.3% | -31.2% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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