-6.1%
SHOP vs IBIT
-28.8%
+22.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.3% |
| 7D | -2.5% | -6.8% | +4.4% | +0.4% |
| 30D | -16.7% | -9.9% | -6.9% | -13.1% |
| 3M | -2.2% | +17.5% | -19.7% | -7.0% |
| 6M | +45.6% | -9.1% | +54.7% | +50.6% |
| YTD | -7.3% | -14.9% | +7.6% | -3.3% |
| 1Y | -6.1% | -27.6% | +21.5% | +7.4% |
| All | -6.1% | -28.8% | +22.7% | +7.4% |
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