+69.8%
IBIT vs UUUU
+107.3%
-37.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -2.5% |
| 7D | +3.0% | -1.4% | +4.4% | +3.2% |
| 30D | +23.1% | +16.3% | +6.8% | +20.4% |
| 3M | +25.6% | -16.7% | +42.3% | +27.6% |
| 6M | +9.1% | -33.7% | +42.8% | +13.1% |
| YTD | -8.9% | -0.5% | -8.4% | -9.8% |
| 1Y | -27.5% | +28.9% | -56.3% | -31.6% |
| All | +69.8% | +107.3% | -37.5% | +36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling