+146.1%
LITE vs IBIT
-32.1%
+178.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.5% | +0.8% | -2.0% |
| 7D | +22.6% | -6.2% | +28.8% | +25.3% |
| 30D | -36.8% | -14.4% | -22.4% | -33.0% |
| 3M | -33.0% | +12.5% | -45.5% | -34.6% |
| 6M | -37.1% | -11.9% | -25.2% | -35.1% |
| YTD | +69.5% | -18.7% | +88.2% | +63.4% |
| 1Y | +146.1% | -29.9% | +176.0% | +162.2% |
| All | +146.1% | -32.1% | +178.2% | +162.2% |
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 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