-50.4%
ORCL vs IBIT
-30.9%
-19.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.8% |
| 7D | -6.5% | -5.4% | -1.1% | -4.1% |
| 30D | -16.6% | -10.5% | -6.1% | -12.2% |
| 3M | -21.6% | +15.0% | -36.6% | -26.1% |
| 6M | -39.4% | -8.3% | -31.1% | -37.1% |
| YTD | -38.7% | -16.1% | -22.6% | -35.9% |
| 1Y | -50.4% | -30.8% | -19.6% | -45.2% |
| All | -50.4% | -30.9% | -19.5% | -45.2% |
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