+3.2%
QCOM vs IBIT
-30.9%
+34.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.6% |
| 7D | +5.5% | -5.4% | +10.9% | +7.4% |
| 30D | -1.1% | -10.5% | +9.3% | +2.3% |
| 3M | +7.6% | +15.0% | -7.5% | +4.1% |
| 6M | -20.1% | -8.3% | -11.8% | -18.8% |
| YTD | +3.0% | -16.1% | +19.1% | +5.0% |
| 1Y | +3.2% | -30.8% | +34.0% | +9.5% |
| All | +3.2% | -30.9% | +34.1% | +9.5% |
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 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