-24.3%
BSX vs IBIT
+51.2%
-75.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.9% |
| 7D | -1.5% | -6.8% | +5.3% | -1.1% |
| 30D | +2.9% | -9.9% | +12.8% | +3.5% |
| 3M | -11.8% | +17.5% | -29.4% | -12.7% |
| 6M | -15.4% | -9.1% | -6.3% | -15.0% |
| YTD | -52.7% | -14.9% | -37.7% | -52.3% |
| 1Y | -56.0% | -27.6% | -28.4% | -55.2% |
| All | -24.3% | +51.2% | -75.5% | -25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling