+55.8%
ORCL vs IBIT
+61.9%
-6.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +3.6% |
| 7D | +5.3% | +3.0% | +2.2% | +4.6% |
| 30D | +10.0% | +23.1% | -13.1% | +5.0% |
| 3M | -32.6% | +25.6% | -58.2% | -35.9% |
| 6M | +4.9% | +9.1% | -4.2% | +2.5% |
| YTD | -17.8% | -8.9% | -8.8% | -17.5% |
| 1Y | -28.0% | -27.5% | -0.5% | -25.3% |
| All | +55.8% | +61.9% | -6.1% | +58.1% |
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