+86.8%
SMH vs IBIT
-32.4%
+119.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.1% | -2.0% |
| 7D | +1.4% | -5.8% | +7.2% | +3.3% |
| 30D | -2.2% | +21.5% | -23.7% | -8.8% |
| 3M | -1.9% | +24.5% | -26.4% | -9.1% |
| 6M | +41.0% | +10.0% | +31.0% | +35.7% |
| YTD | +55.6% | -12.0% | +67.6% | +58.0% |
| 1Y | +86.8% | -32.3% | +119.1% | +111.1% |
| All | +86.8% | -32.4% | +119.2% | +111.1% |
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