+521.0%
LITE vs IBIT
-28.1%
+549.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +4.8% |
| 7D | -1.5% | +3.0% | -4.6% | -2.7% |
| 30D | +6.7% | +23.1% | -16.5% | -1.5% |
| 3M | -6.8% | +25.6% | -32.3% | -14.1% |
| 6M | +29.4% | +9.1% | +20.3% | +25.0% |
| YTD | +139.1% | -8.9% | +148.0% | +134.0% |
| 1Y | +521.0% | -27.5% | +548.5% | +626.4% |
| All | +521.0% | -28.1% | +549.1% | +626.4% |
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