+890.9%
LITE vs IBIT
+54.0%
+836.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -5.1% | -13.6% | -17.0% |
| 7D | -44.6% | -5.9% | -38.7% | -43.3% |
| 30D | -55.0% | -11.3% | -43.8% | -53.0% |
| 3M | -38.3% | +17.1% | -55.4% | -41.2% |
| 6M | -48.8% | -7.0% | -41.7% | -47.6% |
| YTD | +38.3% | -13.3% | +51.6% | +41.6% |
| 1Y | +119.0% | -27.0% | +146.0% | +137.2% |
| All | +890.9% | +54.0% | +836.9% | +828.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling