+52.5%
SOXX vs IBIT
-23.0%
+75.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.9% | -6.0% | -4.2% |
| 7D | -13.7% | -1.8% | -11.9% | -13.1% |
| 30D | -23.6% | -6.7% | -16.9% | -21.6% |
| 3M | -16.9% | +24.6% | -41.4% | -23.3% |
| 6M | -2.4% | -0.2% | -2.3% | -3.2% |
| YTD | +49.8% | -8.7% | +58.5% | +49.3% |
| 1Y | +52.5% | -20.7% | +73.2% | +60.7% |
| All | +52.5% | -23.0% | +75.5% | +60.7% |
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