+15.2%
UBER vs IBIT
+58.9%
-43.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -3.2% |
| 7D | -2.8% | +1.4% | -4.2% | -3.0% |
| 30D | -2.5% | +20.6% | -23.1% | -5.4% |
| 3M | +4.4% | +23.7% | -19.3% | +0.8% |
| 6M | -2.7% | +15.0% | -17.7% | -5.2% |
| YTD | -10.5% | -10.6% | +0.1% | -9.9% |
| 1Y | -22.5% | -30.3% | +7.8% | -18.9% |
| All | +15.2% | +58.9% | -43.7% | +2.8% |
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