+10.4%
UBER vs IBIT
+49.2%
-38.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.3% |
| 7D | +5.2% | -5.4% | +10.6% | +6.0% |
| 30D | -2.0% | -10.5% | +8.4% | -0.5% |
| 3M | -10.2% | +15.0% | -25.3% | -12.4% |
| 6M | -7.2% | -8.3% | +1.1% | -6.4% |
| YTD | -14.3% | -16.1% | +1.8% | -13.0% |
| 1Y | -25.6% | -30.8% | +5.2% | -22.1% |
| All | +10.4% | +49.2% | -38.8% | -0.7% |
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 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