+113.9%
SOXX vs IBIT
-28.1%
+142.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +5.9% | +4.4% |
| 7D | +2.2% | +3.0% | -0.8% | +1.0% |
| 30D | -2.0% | +23.1% | -25.2% | -9.7% |
| 3M | -13.7% | +25.6% | -39.3% | -20.8% |
| 6M | +52.4% | +9.1% | +43.2% | +46.1% |
| YTD | +72.8% | -8.9% | +81.7% | +74.0% |
| 1Y | +113.9% | -27.5% | +141.4% | +145.8% |
| All | +113.9% | -28.1% | +142.0% | +145.8% |
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