+12.3%
QQQ vs IBIT
-33.0%
+45.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -0.4% |
| 7D | +3.6% | -9.2% | +12.8% | +5.9% |
| 30D | -6.7% | -15.8% | +9.1% | -3.0% |
| 3M | -7.0% | +8.5% | -15.6% | -8.4% |
| 6M | -4.7% | -13.7% | +9.0% | -2.1% |
| YTD | +11.1% | -21.6% | +32.6% | +13.7% |
| 1Y | +12.3% | -30.0% | +42.2% | +16.8% |
| All | +12.3% | -33.0% | +45.3% | +16.8% |
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