+226.9%
NVDA vs IBIT
+51.5%
+175.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -3.9% |
| 7D | -11.6% | -2.4% | -9.2% | -10.9% |
| 30D | -22.1% | -9.1% | -13.0% | -19.8% |
| 3M | -20.1% | +15.0% | -35.1% | -23.4% |
| 6M | -16.8% | -6.9% | -9.9% | -15.4% |
| YTD | -4.0% | -14.8% | +10.8% | -1.0% |
| 1Y | -4.8% | -28.1% | +23.3% | +2.6% |
| All | +226.9% | +51.5% | +175.4% | +189.7% |
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