-27.7%
BSX vs IBIT
+56.3%
-84.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.8% | -4.1% |
| 7D | -8.2% | -5.8% | -2.4% | -7.9% |
| 30D | -15.8% | +21.5% | -37.3% | -16.8% |
| 3M | -10.8% | +24.5% | -35.4% | -12.1% |
| 6M | -38.4% | +10.0% | -48.4% | -38.8% |
| YTD | -54.8% | -12.0% | -42.8% | -54.5% |
| 1Y | -59.0% | -32.3% | -26.7% | -58.1% |
| All | -27.7% | +56.3% | -84.0% | -28.5% |
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