+7.9%
LQD vs IBIT
+61.9%
-54.0%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | 0.0% |
| 7D | -0.4% | +3.0% | -3.4% | -0.4% |
| 30D | -0.8% | +23.1% | -23.9% | -1.1% |
| 3M | -1.9% | +25.6% | -27.5% | -2.3% |
| 6M | -2.7% | +9.1% | -11.8% | -2.8% |
| YTD | -1.3% | -8.9% | +7.6% | -1.2% |
| 1Y | 0.0% | -27.5% | +27.4% | +0.2% |
| All | +7.9% | +61.9% | -54.0% | +7.3% |
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 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