-21.9%
ISRG vs IBIT
-30.9%
+9.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.1% |
| 7D | +2.1% | -5.4% | +7.5% | +2.9% |
| 30D | +6.2% | -10.5% | +16.6% | +7.6% |
| 3M | +14.4% | +15.0% | -0.6% | +12.5% |
| 6M | 0.0% | -8.3% | +8.3% | +1.1% |
| YTD | -20.5% | -16.1% | -4.5% | -21.7% |
| 1Y | -21.9% | -30.8% | +8.9% | -22.8% |
| All | -21.9% | -30.9% | +9.0% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling