+25.8%
UNH vs IBIT
-33.0%
+58.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +0.9% |
| 7D | +3.4% | -9.2% | +12.6% | +4.3% |
| 30D | +3.0% | -15.8% | +18.8% | +4.6% |
| 3M | +2.7% | +8.5% | -5.8% | +1.8% |
| 6M | +2.8% | -13.7% | +16.5% | +4.4% |
| YTD | +25.9% | -21.6% | +47.4% | +22.8% |
| 1Y | +25.8% | -30.0% | +55.8% | +24.5% |
| All | +25.8% | -33.0% | +58.8% | +24.5% |
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