+58.9%
IBIT vs B
+158.4%
-99.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.2% | -5.5% | -2.3% |
| 7D | -2.4% | +11.3% | -13.7% | -5.0% |
| 30D | -9.1% | +2.9% | -12.0% | -9.9% |
| 3M | +15.0% | -2.9% | +17.9% | +15.5% |
| 6M | -6.9% | -1.2% | -5.7% | -7.3% |
| YTD | -14.8% | -1.3% | -13.4% | -15.3% |
| 1Y | -28.1% | +30.4% | -58.5% | -31.9% |
| All | +58.9% | +158.4% | -99.5% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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