+66.7%
IBIT vs UUUU
+109.5%
-42.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.0% |
| 7D | +1.4% | +2.8% | -1.4% | +1.1% |
| 30D | +20.6% | +3.4% | +17.2% | +19.9% |
| 3M | +23.7% | -3.9% | +27.6% | +23.5% |
| 6M | +15.0% | -23.2% | +38.2% | +17.1% |
| YTD | -10.6% | +0.6% | -11.1% | -11.6% |
| 1Y | -30.3% | +22.9% | -53.2% | -34.0% |
| All | +66.7% | +109.5% | -42.8% | +33.4% |
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