+66.4%
IBM vs IBIT
+39.4%
+27.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.5% | +1.3% |
| 7D | +1.6% | -9.2% | +10.8% | +2.3% |
| 30D | +9.2% | -15.8% | +25.0% | +10.6% |
| 3M | +4.9% | +8.5% | -3.6% | +4.3% |
| 6M | +16.8% | -13.7% | +30.5% | +18.1% |
| YTD | -14.3% | -21.6% | +7.3% | -13.2% |
| 1Y | -16.7% | -30.0% | +13.2% | -15.1% |
| All | +66.4% | +39.4% | +27.1% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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