+41.6%
SMH vs IBIT
-33.0%
+74.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.5% | -1.7% |
| 7D | +4.9% | -9.2% | +14.1% | +8.5% |
| 30D | -13.8% | -15.8% | +2.0% | -8.2% |
| 3M | -17.4% | +8.5% | -25.9% | -19.2% |
| 6M | -15.0% | -13.7% | -1.3% | -11.0% |
| YTD | +35.2% | -21.6% | +56.7% | +41.4% |
| 1Y | +41.6% | -30.0% | +71.6% | +52.7% |
| All | +41.6% | -33.0% | +74.6% | +52.7% |
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