+312.5%
NVDA vs IBIT
+58.9%
+253.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.2% | -1.5% |
| 7D | +3.8% | +1.4% | +2.4% | +3.3% |
| 30D | +0.8% | +20.6% | -19.8% | -4.7% |
| 3M | +8.2% | +23.7% | -15.5% | +1.4% |
| 6M | +27.1% | +15.0% | +12.1% | +21.4% |
| YTD | +21.2% | -10.6% | +31.8% | +23.1% |
| 1Y | +34.3% | -30.3% | +64.6% | +45.4% |
| All | +312.5% | +58.9% | +253.6% | +260.4% |
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