+66.3%
IBIT vs UUUU
+108.5%
-42.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +1.1% | +1.8% | -0.7% | +0.9% |
| 30D | +22.2% | +1.8% | +20.4% | +21.7% |
| 3M | +26.0% | +1.3% | +24.8% | +25.0% |
| 6M | +13.2% | -26.8% | +40.0% | +15.9% |
| YTD | -10.8% | +0.1% | -10.9% | -11.7% |
| 1Y | -29.9% | +11.2% | -41.2% | -32.8% |
| All | +66.3% | +108.5% | -42.1% | +33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling