+156.7%
LITE vs IBIT
-28.8%
+185.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.3% | +10.2% |
| 7D | +3.4% | -6.8% | +10.2% | +6.3% |
| 30D | -34.9% | -9.9% | -25.0% | -32.2% |
| 3M | -21.0% | +17.5% | -38.6% | -24.1% |
| 6M | -38.5% | -9.1% | -29.4% | -37.4% |
| YTD | +75.8% | -14.9% | +90.7% | +66.8% |
| 1Y | +156.7% | -27.6% | +184.3% | +171.6% |
| All | +156.7% | -28.8% | +185.5% | +171.6% |
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 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