+233.1%
SMH vs IBIT
+58.9%
+174.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.0% | +1.7% |
| 7D | +5.2% | +1.4% | +3.8% | +4.7% |
| 30D | -1.5% | +20.6% | -22.2% | -6.4% |
| 3M | -4.1% | +23.7% | -27.8% | -9.5% |
| 6M | +50.8% | +15.0% | +35.8% | +44.8% |
| YTD | +59.3% | -10.6% | +69.9% | +61.1% |
| 1Y | +94.1% | -30.3% | +124.4% | +107.5% |
| All | +233.1% | +58.9% | +174.2% | +207.9% |
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