+1,329.6%
BE vs IBIT
+49.2%
+1,280.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -3.6% |
| 7D | -13.4% | -5.4% | -8.0% | -10.8% |
| 30D | -33.9% | -10.5% | -23.4% | -29.8% |
| 3M | -12.0% | +15.0% | -27.0% | -18.1% |
| 6M | -29.0% | -8.3% | -20.7% | -26.1% |
| YTD | +113.4% | -16.1% | +129.4% | +129.2% |
| 1Y | +33.2% | -30.8% | +63.9% | +55.9% |
| All | +1,329.6% | +49.2% | +1,280.4% | +1,124.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling