-29.8%
NOW vs IBIT
+53.5%
-83.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -3.0% | -1.1% | -1.9% | -2.7% |
| 30D | -26.0% | -9.2% | -16.9% | -24.5% |
| 3M | -13.1% | +17.5% | -30.6% | -15.7% |
| 6M | +14.5% | -7.2% | +21.7% | +15.6% |
| YTD | -33.4% | -13.6% | -19.8% | -32.3% |
| 1Y | -40.6% | -25.1% | -15.5% | -38.1% |
| All | -29.8% | +53.5% | -83.3% | -33.7% |
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