+101.6%
BAC vs IBIT
+61.9%
+39.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | +0.6% | +3.0% | -2.5% | +0.2% |
| 30D | -0.9% | +23.1% | -24.0% | -3.7% |
| 3M | +16.3% | +25.6% | -9.3% | +12.6% |
| 6M | +26.0% | +9.1% | +16.8% | +24.0% |
| YTD | +15.2% | -8.9% | +24.1% | +15.4% |
| 1Y | +26.5% | -27.5% | +54.0% | +30.3% |
| All | +101.6% | +61.9% | +39.7% | +79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling