+23.5%
ORCL vs IBIT
+39.4%
-15.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -0.6% |
| 7D | +8.0% | -9.2% | +17.2% | +10.4% |
| 30D | -4.0% | -15.8% | +11.8% | +0.1% |
| 3M | -19.5% | +8.5% | -28.0% | -20.7% |
| 6M | -33.5% | -13.7% | -19.8% | -31.4% |
| YTD | -34.8% | -21.6% | -13.3% | -32.2% |
| 1Y | -41.6% | -30.0% | -11.7% | -38.3% |
| All | +23.5% | +39.4% | -15.9% | +29.9% |
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