+83.2%
SHOP vs IBIT
+53.5%
+29.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | -5.4% | -1.1% | -4.3% | -5.0% |
| 30D | -10.3% | -9.2% | -1.1% | -7.0% |
| 3M | +1.0% | +17.5% | -16.5% | -4.6% |
| 6M | +41.2% | -7.2% | +48.4% | +44.4% |
| YTD | -7.5% | -13.6% | +6.1% | -4.1% |
| 1Y | -4.6% | -25.1% | +20.5% | +3.9% |
| All | +83.2% | +53.5% | +29.7% | +54.4% |
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 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