+65.6%
NU vs IBIT
+56.3%
+9.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.5% |
| 7D | -4.2% | -5.8% | +1.6% | -2.7% |
| 30D | +10.0% | +21.5% | -11.5% | +4.3% |
| 3M | +29.3% | +24.5% | +4.7% | +21.6% |
| 6M | +0.9% | +10.0% | -9.1% | -1.9% |
| YTD | -10.3% | -12.0% | +1.7% | -8.7% |
| 1Y | -3.2% | -32.3% | +29.2% | +4.9% |
| All | +65.6% | +56.3% | +9.3% | +39.1% |
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