+229.2%
SMH vs IBIT
+61.9%
+167.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +3.2% |
| 7D | +2.5% | +3.0% | -0.5% | +1.7% |
| 30D | -0.5% | +23.1% | -23.6% | -5.9% |
| 3M | -9.6% | +25.6% | -35.2% | -14.9% |
| 6M | +42.1% | +9.1% | +32.9% | +38.1% |
| YTD | +57.4% | -8.9% | +66.3% | +58.5% |
| 1Y | +96.2% | -27.5% | +123.7% | +107.8% |
| All | +229.2% | +61.9% | +167.3% | +202.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling