+27.4%
NFLX vs IBIT
+44.5%
-17.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.5% | +1.6% | -2.2% |
| 7D | -4.4% | -6.2% | +1.8% | -3.5% |
| 30D | -11.0% | -14.4% | +3.3% | -9.2% |
| 3M | -15.5% | +12.5% | -28.0% | -17.2% |
| 6M | -28.5% | -11.9% | -16.6% | -27.6% |
| YTD | -33.1% | -18.7% | -14.4% | -31.9% |
| 1Y | -45.8% | -29.9% | -15.9% | -43.7% |
| All | +27.4% | +44.5% | -17.1% | +17.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling