-19.8%
BSX vs IBIT
+61.9%
-81.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +1.9% |
| 7D | +2.0% | +3.0% | -1.0% | +1.9% |
| 30D | +0.1% | +23.1% | -23.0% | -1.1% |
| 3M | -2.1% | +25.6% | -27.7% | -3.5% |
| 6M | -33.8% | +9.1% | -42.9% | -34.2% |
| YTD | -49.9% | -8.9% | -41.0% | -49.6% |
| 1Y | -55.4% | -27.5% | -28.0% | -54.6% |
| All | -19.8% | +61.9% | -81.7% | -20.8% |
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