-1.5%
BAC vs IBIT
-23.0%
+21.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.9% | +1.1% | +3.7% |
| 7D | +1.5% | -1.8% | +3.3% | +1.7% |
| 30D | -4.4% | -6.7% | +2.3% | -3.9% |
| 3M | -17.5% | +24.6% | -42.1% | -19.3% |
| 6M | -0.1% | -0.2% | +0.1% | +0.1% |
| YTD | -4.6% | -8.7% | +4.1% | -6.9% |
| 1Y | -1.5% | -20.7% | +19.2% | -3.0% |
| All | -1.5% | -23.0% | +21.5% | -3.0% |
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