-43.3%
ORCL vs IBIT
-32.1%
-11.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.5% | +1.0% |
| 7D | +10.4% | -6.2% | +16.6% | +13.5% |
| 30D | -11.2% | -14.4% | +3.1% | -4.8% |
| 3M | -16.8% | +12.5% | -29.2% | -20.7% |
| 6M | -31.5% | -11.9% | -19.6% | -27.8% |
| YTD | -33.9% | -18.7% | -15.2% | -30.0% |
| 1Y | -43.3% | -29.9% | -13.3% | -37.4% |
| All | -43.3% | -32.1% | -11.1% | -37.4% |
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 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