+77.3%
QQQ vs IBIT
+58.5%
+18.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +1.0% | +1.1% | -0.1% | +0.8% |
| 30D | -0.6% | +22.2% | -22.9% | -4.2% |
| 3M | +1.3% | +26.0% | -24.7% | -2.9% |
| 6M | +18.1% | +13.2% | +5.0% | +15.1% |
| YTD | +16.9% | -10.8% | +27.7% | +17.7% |
| 1Y | +24.0% | -29.9% | +53.9% | +29.4% |
| All | +77.3% | +58.5% | +18.8% | +66.8% |
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 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