-20.3%
UNH vs IBIT
+49.2%
-69.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +1.9% |
| 7D | +0.2% | -5.4% | +5.5% | +0.3% |
| 30D | +6.8% | -10.5% | +17.3% | +7.1% |
| 3M | -0.3% | +15.0% | -15.3% | -0.7% |
| 6M | +7.9% | -8.3% | +16.2% | +8.1% |
| YTD | +25.1% | -16.1% | +41.2% | +24.7% |
| 1Y | +29.3% | -30.8% | +60.1% | +29.1% |
| All | -20.3% | +49.2% | -69.5% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling