-26.2%
UBER vs IBIT
-23.0%
-3.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.9% | +2.0% | +4.6% |
| 7D | +7.0% | -1.8% | +8.8% | +7.2% |
| 30D | +0.6% | -6.7% | +7.2% | +1.2% |
| 3M | -2.9% | +24.6% | -27.5% | -5.6% |
| 6M | -5.5% | -0.2% | -5.3% | -6.1% |
| YTD | -14.5% | -8.7% | -5.8% | -15.2% |
| 1Y | -26.2% | -20.7% | -5.5% | -24.2% |
| All | -26.2% | -23.0% | -3.2% | -24.2% |
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