-25.5%
UBER vs IBIT
-30.9%
+5.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | -7.0% | +1.1% | -8.2% | -7.2% |
| 30D | -8.9% | +22.2% | -31.2% | -11.5% |
| 3M | +1.0% | +26.0% | -25.0% | -2.4% |
| 6M | -3.7% | +13.2% | -16.9% | -5.8% |
| YTD | -13.0% | -10.8% | -2.2% | -12.4% |
| 1Y | -25.5% | -29.9% | +4.4% | -19.5% |
| All | -25.5% | -30.9% | +5.4% | -19.5% |
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