+186.5%
SOXX vs IBIT
+56.7%
+129.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.4% | -3.2% | +4.6% | +2.3% |
| 30D | -3.6% | +22.0% | -25.5% | -9.0% |
| 3M | -10.2% | +21.4% | -31.6% | -15.1% |
| 6M | +54.2% | +9.2% | +45.0% | +49.8% |
| YTD | +75.2% | -11.8% | +87.1% | +78.0% |
| 1Y | +107.5% | -32.7% | +140.2% | +124.7% |
| All | +186.5% | +56.7% | +129.9% | +166.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling