+26.3%
NFLX vs IBIT
+39.4%
-13.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.7% | -0.4% |
| 7D | -2.0% | -9.2% | +7.2% | -0.7% |
| 30D | -11.9% | -15.8% | +3.9% | -9.9% |
| 3M | -20.6% | +8.5% | -29.1% | -21.8% |
| 6M | -29.0% | -13.7% | -15.3% | -27.9% |
| YTD | -33.7% | -21.6% | -12.1% | -32.2% |
| 1Y | -46.2% | -30.0% | -16.2% | -44.0% |
| All | +26.3% | +39.4% | -13.1% | +17.0% |
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