+12.1%
UBER vs IBIT
+51.5%
-39.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.3% | +5.1% | +4.0% |
| 7D | +6.7% | -2.4% | +9.1% | +7.1% |
| 30D | -0.5% | -9.1% | +8.6% | +0.9% |
| 3M | -5.1% | +15.0% | -20.1% | -7.4% |
| 6M | -5.7% | -6.9% | +1.2% | -5.2% |
| YTD | -12.9% | -14.8% | +1.9% | -11.8% |
| 1Y | -22.6% | -28.1% | +5.5% | -19.5% |
| All | +12.1% | +51.5% | -39.3% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling