+27.2%
BAC vs IBIT
-28.1%
+55.3%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.4% | +0.1% |
| 7D | +1.1% | +3.0% | -1.9% | +0.8% |
| 30D | -0.4% | +23.1% | -23.5% | -2.2% |
| 3M | +16.9% | +25.6% | -8.7% | +14.4% |
| 6M | +26.6% | +9.1% | +17.5% | +25.1% |
| YTD | +15.8% | -8.9% | +24.7% | +13.8% |
| 1Y | +27.2% | -27.5% | +54.6% | +26.7% |
| All | +27.2% | -28.1% | +55.3% | +26.7% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling