+46.2%
IBIT vs UUUU
-5.6%
+51.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.3% |
| 7D | -9.2% | -1.1% | -8.1% | -9.1% |
| 30D | -15.8% | -21.0% | +5.2% | -13.2% |
| 3M | +8.5% | -54.8% | +63.3% | +20.0% |
| 6M | -13.7% | -67.3% | +53.6% | -1.3% |
| YTD | -21.6% | -54.7% | +33.1% | -14.1% |
| 1Y | -30.0% | -57.4% | +27.5% | -23.0% |
| All | +46.2% | -5.6% | +51.8% | +29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling