+189.2%
SOXX vs IBIT
+58.5%
+130.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +6.1% | +1.1% | +5.0% | +5.7% |
| 30D | +0.5% | +22.2% | -21.8% | -5.2% |
| 3M | -5.3% | +26.0% | -31.4% | -11.4% |
| 6M | +58.3% | +13.2% | +45.1% | +52.4% |
| YTD | +76.8% | -10.8% | +87.6% | +79.0% |
| 1Y | +114.6% | -29.9% | +144.5% | +130.1% |
| All | +189.2% | +58.5% | +130.7% | +167.8% |
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 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