+1,101.8%
NBIS vs IBIT
+14.6%
+1,087.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +17.8% | +1.1% | +16.6% | +16.4% |
| 30D | +30.5% | +22.2% | +8.3% | +10.7% |
| 3M | +9.2% | +26.0% | -16.8% | -9.6% |
| 6M | +153.2% | +13.2% | +140.0% | +126.6% |
| YTD | +187.1% | -10.8% | +197.9% | +204.9% |
| 1Y | +151.1% | -29.9% | +181.0% | +216.2% |
| All | +1,101.8% | +14.6% | +1,087.1% | +1,083.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling