+180.8%
SMH vs IBIT
+49.2%
+131.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -6.7% | -5.4% | -1.3% | -5.2% |
| 30D | -19.8% | -10.5% | -9.4% | -17.3% |
| 3M | -15.1% | +15.0% | -30.1% | -18.1% |
| 6M | -14.6% | -8.3% | -6.3% | -13.0% |
| YTD | +34.3% | -16.1% | +50.3% | +38.4% |
| 1Y | +35.2% | -30.8% | +66.0% | +45.5% |
| All | +180.8% | +49.2% | +131.6% | +164.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling