+1,613.2%
LITE vs IBIT
+61.9%
+1,551.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +4.8% |
| 7D | -1.5% | +3.0% | -4.6% | -2.6% |
| 30D | +6.7% | +23.1% | -16.5% | -0.5% |
| 3M | -6.8% | +25.6% | -32.3% | -13.2% |
| 6M | +29.4% | +9.1% | +20.3% | +25.5% |
| YTD | +139.1% | -8.9% | +148.0% | +139.7% |
| 1Y | +521.0% | -27.5% | +548.5% | +571.1% |
| All | +1,613.2% | +61.9% | +1,551.3% | +1,472.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling