+232.7%
LITE vs IBIT
-23.0%
+255.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.9% | -10.8% | -8.9% |
| 7D | -31.4% | -1.8% | -29.7% | -31.0% |
| 30D | -42.6% | -6.7% | -35.9% | -41.1% |
| 3M | -26.2% | +24.6% | -50.8% | -31.5% |
| 6M | -35.8% | -0.2% | -35.6% | -36.5% |
| YTD | +70.0% | -8.7% | +78.7% | +61.9% |
| 1Y | +232.7% | -20.7% | +253.5% | +262.1% |
| All | +232.7% | -23.0% | +255.8% | +262.1% |
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