+947.0%
LITE vs IBIT
+53.5%
+893.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +5.8% |
| 7D | -35.9% | -1.1% | -34.8% | -35.5% |
| 30D | -51.5% | -9.2% | -42.4% | -49.7% |
| 3M | -35.7% | +17.5% | -53.2% | -38.8% |
| 6M | -43.0% | -7.2% | -35.8% | -41.7% |
| YTD | +46.1% | -13.6% | +59.8% | +49.8% |
| 1Y | +124.7% | -25.1% | +149.8% | +141.5% |
| All | +947.0% | +53.5% | +893.6% | +882.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling