-9.1%
T vs IBIT
-28.1%
+19.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -2.1% |
| 7D | -1.3% | +3.0% | -4.3% | -1.1% |
| 30D | +11.4% | +23.1% | -11.7% | +12.8% |
| 3M | +14.3% | +25.6% | -11.3% | +16.0% |
| 6M | -9.3% | +9.1% | -18.4% | -8.6% |
| YTD | +7.1% | -8.9% | +16.0% | +6.3% |
| 1Y | -9.1% | -27.5% | +18.4% | -11.7% |
| All | -9.1% | -28.1% | +19.0% | -11.7% |
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