+13.4%
ORCL vs IBIT
+54.0%
-40.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.1% | -1.9% | -5.7% |
| 7D | -17.5% | -5.9% | -11.6% | -16.2% |
| 30D | -20.2% | -11.3% | -8.9% | -17.8% |
| 3M | -19.9% | +17.1% | -37.1% | -22.6% |
| 6M | -37.4% | -7.0% | -30.4% | -36.6% |
| YTD | -40.1% | -13.3% | -26.8% | -39.2% |
| 1Y | -53.4% | -27.0% | -26.4% | -51.4% |
| All | +13.4% | +54.0% | -40.6% | +16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling