-25.6%
UBER vs IBIT
-30.9%
+5.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.4% |
| 7D | +5.2% | -5.4% | +10.6% | +5.8% |
| 30D | -2.0% | -10.5% | +8.4% | -0.9% |
| 3M | -10.2% | +15.0% | -25.3% | -11.9% |
| 6M | -7.2% | -8.3% | +1.1% | -6.9% |
| YTD | -14.3% | -16.1% | +1.8% | -14.3% |
| 1Y | -25.6% | -30.8% | +5.2% | -22.0% |
| All | -25.6% | -30.9% | +5.3% | -22.0% |
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