+129.6%
LLY vs IBIT
+49.2%
+80.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +3.0% | +1.5% |
| 7D | +1.6% | -5.4% | +7.0% | +1.9% |
| 30D | +21.5% | -10.5% | +31.9% | +22.1% |
| 3M | +16.4% | +15.0% | +1.4% | +15.4% |
| 6M | +51.5% | -8.3% | +59.8% | +51.9% |
| YTD | +33.9% | -16.1% | +50.0% | +34.3% |
| 1Y | +49.1% | -30.8% | +79.9% | +50.9% |
| All | +129.6% | +49.2% | +80.4% | +115.3% |
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