+58.9%
BAC vs IBIT
+53.5%
+5.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -1.2% | -1.1% | -0.1% | -1.0% |
| 30D | -7.7% | -9.2% | +1.5% | -6.5% |
| 3M | -21.2% | +17.5% | -38.7% | -23.0% |
| 6M | -6.8% | -7.2% | +0.3% | -6.2% |
| YTD | -8.7% | -13.6% | +4.9% | -8.0% |
| 1Y | -5.3% | -25.1% | +19.8% | -2.8% |
| All | +58.9% | +53.5% | +5.5% | +42.6% |
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