+25.0%
ISRG vs IBIT
+53.5%
-28.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.0% | -3.3% |
| 7D | +4.8% | -1.1% | +5.9% | +5.0% |
| 30D | +9.2% | -9.2% | +18.4% | +10.7% |
| 3M | +21.2% | +17.5% | +3.7% | +18.2% |
| 6M | +0.2% | -7.2% | +7.4% | +0.9% |
| YTD | -20.1% | -13.6% | -6.4% | -19.3% |
| 1Y | -17.3% | -25.1% | +7.8% | -15.0% |
| All | +25.0% | +53.5% | -28.5% | +23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling