-6.4%
NU vs IBIT
-32.3%
+25.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | -4.9% | -3.2% | -1.7% | -4.1% |
| 30D | +7.8% | +22.0% | -14.1% | +2.1% |
| 3M | +20.9% | +21.4% | -0.5% | +14.6% |
| 6M | +0.9% | +9.2% | -8.3% | -1.6% |
| YTD | -12.7% | -11.8% | -0.8% | -13.1% |
| 1Y | -6.4% | -32.7% | +26.3% | -1.8% |
| All | -6.4% | -32.3% | +25.9% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling