+62.4%
BAC vs IBIT
+44.5%
+18.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.1% | +0.3% |
| 7D | +1.5% | -6.2% | +7.7% | +2.3% |
| 30D | -6.4% | -14.4% | +8.0% | -4.6% |
| 3M | -21.7% | +12.5% | -34.1% | -23.1% |
| 6M | +0.5% | -11.9% | +12.4% | +1.8% |
| YTD | -6.7% | -18.7% | +12.0% | -5.2% |
| 1Y | -4.7% | -29.9% | +25.3% | -1.3% |
| All | +62.4% | +44.5% | +18.0% | +46.8% |
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 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