+181.3%
SOXX vs IBIT
+56.3%
+125.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.4% | -2.4% |
| 7D | +3.0% | -5.8% | +8.8% | +4.6% |
| 30D | -3.1% | +21.5% | -24.7% | -8.5% |
| 3M | -4.4% | +24.5% | -28.9% | -10.2% |
| 6M | +52.9% | +10.0% | +42.9% | +48.2% |
| YTD | +72.0% | -12.0% | +84.0% | +74.8% |
| 1Y | +105.1% | -32.3% | +137.4% | +121.8% |
| All | +181.3% | +56.3% | +125.0% | +161.4% |
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