+51.6%
IBIT vs Z
-46.8%
+98.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.2% | -3.9% |
| 7D | -6.2% | -4.9% | -1.3% | -5.1% |
| 30D | -14.4% | +3.0% | -17.3% | -15.6% |
| 3M | +12.5% | -13.4% | +25.9% | +15.4% |
| 6M | -11.9% | -27.3% | +15.5% | -5.8% |
| YTD | -18.7% | -57.8% | +39.1% | +0.5% |
| 1Y | -29.9% | -60.0% | +30.1% | -12.0% |
| All | +51.6% | -46.8% | +98.4% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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