-24.5%
BSX vs IBIT
+58.9%
-83.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.9% | -4.0% | -5.8% |
| 7D | -6.4% | +1.4% | -7.9% | -6.5% |
| 30D | -8.8% | +20.6% | -29.4% | -9.8% |
| 3M | -7.6% | +23.7% | -31.3% | -8.9% |
| 6M | -37.0% | +15.0% | -52.0% | -37.5% |
| YTD | -52.8% | -10.6% | -42.2% | -52.6% |
| 1Y | -58.4% | -30.3% | -28.1% | -57.5% |
| All | -24.5% | +58.9% | -83.4% | -25.4% |
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