-49.6%
ORCL vs IBIT
-29.8%
-19.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.3% | +4.5% | +3.8% |
| 7D | +0.5% | -2.4% | +2.9% | +1.6% |
| 30D | -15.3% | -9.1% | -6.2% | -11.5% |
| 3M | -18.2% | +15.0% | -33.2% | -22.9% |
| 6M | -38.4% | -6.9% | -31.5% | -36.6% |
| YTD | -37.7% | -14.8% | -23.0% | -35.4% |
| All | -49.6% | -29.8% | -19.8% | -44.7% |
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 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