+41.6%
SMH vs IBIT
-32.1%
+73.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.4% | +0.6% |
| 7D | +12.1% | -6.2% | +18.3% | +14.6% |
| 30D | -14.7% | -14.4% | -0.3% | -9.7% |
| 3M | -14.2% | +12.5% | -26.7% | -17.2% |
| 6M | -10.6% | -11.9% | +1.3% | -7.1% |
| YTD | +39.3% | -18.7% | +58.0% | +44.3% |
| 1Y | +41.6% | -29.9% | +71.5% | +53.0% |
| All | +41.6% | -32.1% | +73.7% | +53.0% |
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